The customer list is what she said at the summit
IT Home reports today that on October 12, local time, AMD chief executive Lisa Su told the Open Compute Project global summit that Helios production systems have shipped since September. The first batch is in the data centers of OpenAI, Meta, Microsoft, Oracle, and Anthropic. She also said volume will keep rising from the fourth quarter through the first half of next year.
That is a disclosure at the summit, not a public shipping ledger. The page does not say how many systems each customer received.
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$1.5 trillion and 60% are projections
She expects the data-center AI accelerator market to approach $1.5 trillion in 2030. On CPUs, she said the size forecast was raised three times in the past nine months, that the compound growth rate over the next four to five years is about 50%, and that the potential market in 2030 exceeds $200 billion. She called 2026 the year of inference and expects inference to take about 60% of the market starting this year.
Those are her projections. IT Home added yuan conversions. This piece leaves them out, so an exchange-rate note is not treated as her figure.
[1]The speech is older than this article
The speech was October 12. IT Home's article is today. Shipments started in September. The news is the customer list and the continued ramp, not a new model that left the factory today. Verano, Ryzen, and the Helion rack in the related links are not part of these remarks.
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