AMD Doubles AI Footprint with Riot to 50 MW, First 5 MW Delivered in Q1
AMD expanded its contracted AI deployment with Riot Platforms from 25 MW to 50 MW in Q1, receiving the first 5 MW of capacity. It plans to ramp its Instinct MI400 and Helios series in H2 2026 to counter Intel's Xeon comeback.
1. Expanded Riot AI Deployment
AMD exercised an option for an additional 25 MW with Riot Platforms during Q1, doubling its contracted data center AI capacity to 50 MW and receiving the first 5 MW of critical IT capacity delivery.
2. Instinct MI400 and Helios Ramp Plans
The company is preparing to ramp production of its Instinct MI400 accelerator series and Helios CPUs in the second half of 2026, aiming to support surging demand from hyperscale and enterprise AI customers.
3. Intensifying x86 Competition
Intel's Xeon resurgence in server CPUs raises competitive pressure, making the upcoming product ramp and supply visibility on MI400 and Helios critical tests for AMD’s data center growth trajectory.