“For Helios, we expect a significant ramp over the next few quarters: Q3 is the very beginning, Q4 is a step-up, and Q1 of 2027 will be a further step-up as we continue to ramp through 2027.”

In context

“Dr. Lisa Su (Chair and Chief Executive Officer): There are many pieces to that question. For overall data center, for 2027 we have given some color: server CPU portion will grow by over 70% year-over-year off a higher base, and the overall segment will grow by over 100% because of the data center AI ramp. We are very happy with our strategic anchor customers including OpenAI, Meta and Anthropic; they are ramping and their compute demand is high. We have supply to meet the guidance we've discussed and there is upside potential. For Helios, we expect a significant ramp over the next few quarters: Q3 is the very beginning, Q4 is a step-up, and Q1 of 2027 will be a further step-up as we continue to ramp through 2027. In terms of revenue per gigawatt, we have said double-digit billions and remain in that range. The key will be continuing to work with our partners as they ramp because demand for more compute is strong and we aim to satisfy that demand.”