Multiple sources point to increasing AMD momentum in the data center.

Multiple sources point to increasing AMD momentum in the data center. At HPE Discover 2026, HPE showcased its Cray GX250a compute blade powered by 8x AMD EPYC 'Venice' CPUs, delivering up to 81,920 cores per rack and featuring liquid cooling and Slingshot interconnects (Source 6). This demonstrates real, working next-gen hardware. Separately, Rackspace Technology (RXT) shares jumped 30% after securing an AMD-powered AI infrastructure agreement, hitting a 4-year high (Source 47, Source 48). Additionally, AMD acquired MEXT to integrate predictive memory optimization into its AI stack (Source 107), and AMD Ventures participated in Odyssey's $310M Series B for world model AI (Source 8). Though AMD stock slid 6% alongside Intel (Source 38), the underlying fundamentals show expanding deployments and ecosystem investments, pointing to an upward trend in AMD's data center business.