Hewlett Packard Enterprise secures $1.2B Vultr order for AMD Helios AI racks
HPE raises its revenue growth guidance for FY27 to FY29 as AI infrastructure demand accelerates
Hewlett Packard Enterprise just locked in a $1.2 billion order from Vultr, the largest privately held hyperscaler, to deploy its new Helios rack-scale AI systems powered by AMD’s latest silicon. The deal underscores how aggressively cloud infrastructure companies are spending to keep pace with AI compute demand, and it’s big enough that HPE decided to revise its financial outlook upward.
What HPE is actually building
Each Helios rack can house up to 72 AMD Instinct MI455X GPUs paired with Zen 6 EPYC CPUs, delivering up to 2.9 exaFLOPS of FP4 performance per rack. The systems also integrate AMD’s Pensando networking solutions, liquid cooling, and open Ethernet fabric. HPE and AMD expanded their collaboration in December 2025, targeting 2026 shipments. Vultr will begin pre-orders for the AMD Helios systems with deployments expected from Q4 2026.
Vultr’s AI infrastructure buildout
Vultr is also implementing NVIDIA GB300 NVL72 rack-scale systems with Spectrum-X networking and liquid cooling alongside the AMD-powered HPE Helios racks. Separately, Vultr is constructing a $1 billion AMD MI355X cluster in Ohio. That facility is planned at 50 megawatts with 24,000 GPUs and is expected to be operational in early 2026, ahead of the Helios deployments later that year.
HPE’s financial picture sharpens
In its Q3 FY2026 earnings report, HPE cited strong AI demand and disclosed a record backlog of network orders totaling $2.2 billion. HPE raised its revenue growth guidance for FY27 to 13-17%, with operating profit growth between 14-18%. The company’s updated guidance projects EPS of $4.40 to $4.60 and a free cash flow target of at least $5 billion. HPE noted it has not yet included significant orders related to the AMD Helios system in these projections.
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Bank of America analysts consider the Helios opportunity for HPE to be potentially worth billions in revenue, given that HPE is supplying complete racks and networking solutions rather than individual components.