AMD's first batch of AMD Helion cabinets for enterprise AI agent layout will begin shipping in November. according toBusiness Times report, AMD has announced more than 10 Helion-certified cabinets, and its partners include Taiwanese server manufacturers such as Hon Hai, Quanta's Werder, Wiwynn, Inventec and Gigabyte, and provide liquid cooling, air cooling, and mixed CPU and GPU configurations to seize cloud and enterprise AI deployment business opportunities. At the same time, the cooling supply chain also came to the surface, and Qihong, Shuanghong and Gaoli were named favorably by legal persons.

What is AMD Helion? Open CPU enclosure for locked down AI agents

The operation of Agentic AI covers multiple computing stages such as task planning, data retrieval, and tool execution. Each stage requires different hardware resources. Ravi Kuppuswamy, senior vice president of computing and enterprise AI solutions at AMD, pointed out that customers’ existing data center conditions, cooling facilities, and workloads vary, so Helion adopts an open reference architecture to allow system manufacturers to design products based on actual needs.

Under this architecture, AMD provides reference blueprints at the cabinet and system levels, and partners can add their own designs and services. Through standardized cabinets, servers and open software, customers can continue to use existing enterprise applications, and then the system vendors can complete the integration according to the data center conditions.

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Helios is responsible for training inference, and Helion is responsible for agent tasks.

According to AMD's plan, AI infrastructure can be divided into three categories: GPU host nodes, CPU servers used to perform agent tasks, and general-purpose servers that handle databases, caches, and enterprise applications. In this framework, Helios is responsible for the training and inference of large models, and Helion provides the CPU computing power required for agent task execution. The two work together to support the deployment of AI services.

In other words, Helion is not intended to replace the GPU cabinet, but to supplement the amplified CPU demand in the Agentic AI era, allowing AI services to extend from model inference to actual execution tasks.

（AMD Helios is 40% more expensive than Vera Rubin! View the differences in computing power and memory specifications at once）

A look at Helion’s three specifications at once: liquid cooling, air cooling, and mixed configuration of CPU and GPU

Helion currently has three configurations, including:

  1. Helion Liquid: Liquid-cooled CPU cabinet, the power consumption of the whole cabinet is about 120kW, focusing on high-density deployment
  2. Helion Air: Air-cooled CPU cabinet, the power consumption of the whole cabinet is about 60kW, providing a feasible deployment option for air-cooled computer rooms
  3. Helion Air Inference: Integrate CPU and GPU in the same cabinet, and can be configured with up to 16 Instinct MI350P GPUs, locking inference needs of enterprises

Hon Hai, Quanta, and Wiwynn are on the list! ODM Taiwan factory, cooling supply chain attracts attention

On the server side, the list of Taiwanese manufacturers announced this time is quite complete. In addition to the aforementioned Hon Hai (2317) and Quanta (2382) Wenda, Wiwynn (6669), Inventec (2356) and Gigabyte (2376), it also includes Asus (2357), MSI (2377), Pegatron (4938), Mitac (3706) and Evergreen.

In terms of the cooling supply chain, legal persons are looking at Qihong (3017), Shuanghong (3324) and Gaoli (8996). The product lines of these companies cover cooling modules, cold plates, manifolds, heat exchangers and high-efficiency fans. With the parallel development of liquid-cooled and air-cooled cabinets, they are expected to benefit simultaneously.

However, the current specific shipment schedule, more detailed cooperation list, and the actual shipment volume and order contribution of each manufacturer have not been made public and remain to be observed later.

this article AMD Helion ships in November! Hon Hai, Quanta, and Wiwing all increased their sales, and the cooling supply chain was named first appeared in Chain News ABMedia。