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The Register - Special Features: The Future of the Datacenter

AI is rewriting how power flows through the datacenter All aglow about DCs, investors launch $300M at microreactor startup Why do bit barns keep bumping up our bills, Senators ask DC operators Delays? What delays? Oracle insists its $300B cloud contract with OpenAI is on track Galactic Brain space datacenter coming in 2027, pledges startup Aetherflux Activist groups urge Congress to pause datacenter buildouts Bezos-backed Unconventional AI addresses datacenter power Meta and Google tap NextEra to feed their hungry datacenters Datacenters accused of hoarding grid capacity Amazon’s Trainium3 is the latest to conform to Nvidia’s mold Palantir aims to help energy companies meet AI power crunch Datacenters planned for Scotland could drain a loch of power Datacenters must generate their own power or fail London grid crunch delays new housing amid datacenter boom Britain plots atomic reboot as datacenter demand surges OCP learning how to get quantum computers into existing DCs AMD taking AI fight to Nvidia with Helios rack-scale system Nvidia's AI factory dream gets the Omniverse treatment Qualcomm announces AI accelerators and racks they'll run in
HPE to ship rack-scale AI system using AMD's Helios in 2026
Dan Robinson Dan Robinson · 2025-12-03 · via The Register - Special Features: The Future of the Datacenter

The Future of the Datacenter

HPE backs AMD's Helios AI rack with Juniper's scale-up switch

Hardware bundle ties next-gen accelerators to an Ethernet fabric arriving in 2026

HPE is throwing its weight behind AMD's Helios rack-scale architecture and will offer this as part of its AI portfolio next year, including a purpose-built Juniper Networks scale-up switch.

Announced ahead of HPE's Discover event in Barcelona this week, the company claims it will be one of the first companies to offer a turnkey rack system for large-scale AI training and inference, based on AMD's reference design.

Helios is intended to operate a rack full of nodes fitted with accelerators as if they were one single large GPU, like Nvidia's DGX GB200 NVL72 system, to which Helios is pitched as a rival.

As far as AMD is concerned, Helios will be a vehicle for its next-generation Instinct MI455X GPUs and its 6th-gen Epyc CPUs, codenamed Venice, both of which are due next year, so HPE can only say that it will offer its Helios AI Rack worldwide sometime in 2026.

A slide from HPE's presentation on the network switch

A slide from HPE's presentation on the network switch

The networking for this system will be a scale-up Ethernet implementation that will use UALink over Ethernet, featuring a purpose-built Juniper Networks switch based on Broadcom's Tomahawk 6 network silicon, which boasts 102.4 Tbps of aggregate bandwidth.

UALink, or Ultra Accelerator Link, is an open standard alternative to Nvidia's NVLink technology for interconnecting clusters of GPUs, the specifications for which were published earlier this year.

However, it appears that HPE and Broadcom, which is also working to develop the scale-up switch, believe that you don't need to build a network using actual UALink hardware if you can simply run the protocol over Ethernet, so that's what is happening here.

"This is an industry first scale-up solution using Ethernet, standard Ethernet. So that means it's 100 percent open standard and avoids proprietary vendor lock-in, leverages proven HPE Juniper networking technology to deliver scale and optimal performance for AI workloads," said Rami Rahim, president and general manager of HPE's networking business and former CEO of Juniper Networks prior to its acquisition.

HPE claims that this will enable its rack-scale system to support the traffic necessary for trillion-parameter model training, plus high inference throughput.

Helios is based on the double-width Open Rack Wide (ORW) specifications developed by Meta within the Open Compute Project (OCP). It supports modular trays, has liquid cooling capability, and is ideal for power-constrained environments, according to Rahim.

With 72 Instinct MI455X GPUs per rack, HPE says its rack-scale system will be capable of 260 TB/s of aggregated bandwidth and up to 2.9 exaFLOPS of 4-bit floating-point performance for handling large AI models.

This is unlikely to come cheap, of course, with Nvidia's rival GB200 NVL72 setups reportedly selling for nearly $3.5 million each. Perhaps it is no surprise that HPE lists cloud service providers and especially neoclouds as the primary target for this kit, rather than enterprise customers. ®