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

AMD denies reports of delays for its next-generation Instinct MI455X, aiming for a 2H 2026 release, while Nvidia's Vera Rubin AI data center platform may arrive earlier than expected, possibly in Q2 2026. AMD's Helios rack-scale AI solutions are designed to deliver high performance but may not initially use UALink interconnections as anticipated. Nvidia's potential early release of the NVL72 VR200 platform could give it an advantage in the AI market, especially if AMD faces production delays.