AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

Source: Tom’s Hardware

Image credit: Moreh

AMD denies report of MI455X delays

A report by SemiAnalysis claimed that AMD’s next‑generation Instinct MI455X could face production and adoption delays. AMD quickly denied the claim, stating that the MI455X remains on schedule.

Nvidia VR200 systems rumored to arrive early

Nvidia’s Vera Rubin platform for AI data centers may appear on the market earlier than expected, according to Evercore (via @halfblindmonkey). Silicon is already in mass production, and the company must finalize its AI server and NVL72 VR200 rack‑scale solution design and qualify it with customers soon to start volume shipments and meet its aggressive platform‑readiness claims for CES this year.

“Solid traction continues to develop with respect to UALink with a vibrant ecosystem, including product announcements, broad IP availability, and compliance methodologies being finalized,” said Jitendra Mohan, chief executive of Astera Labs, during the company’s conference call with financial analysts and investors.
”Recent public roadmap announcements from AWS and AMD along with other ongoing engagements indicate a broad adoption. UALink remains the highest performance and lowest latency fully open solution for AI scale‑up connectivity, and we will be ready to intercept the initial customer platform ramps in 2027.”

Evercore’s note for clients adds:

“Some believe that the China ban has enabled Nvidia to leverage suppliers that have typically served China to work on worldwide product development, enabling Rubin to be 3–6 months ahead of schedule. Some would not be surprised if Rubin shipments happen by the end of Q2 2026. Hyperscalers note that Vera CPU, Rubin GPU are already in fabrication and running test/validation.”