Overview
- Celestica will lead the research, design and manufacturing of scale-up networking switches for AMD’s Helios architecture.
- The Helios switches adopt the Open Compute Project Open‑Rack‑Wide form factor to interconnect next‑generation Instinct MI450 Series GPUs.
- Ultra Accelerator Link over Ethernet provides the scale‑up connectivity designed to keep GPU clusters communicating at high bandwidth.
- The rack‑scale design treats the entire rack as the compute unit, integrating GPUs, high‑speed networking and liquid cooling for training and inference at scale.
- Customer availability is planned for late 2026, and shares rose modestly after the announcement with AMD up about 1% premarket and Celestica roughly 3%.