$Advanced Micro Devices(AMD)$ The VP of IR said Helios has moved beyond proof-of-concept risk. The quote was something like there are no smoking guns anymore, they've gotten past that stage. They've shipped sampled racks and people are running code on them, with very positive feedback. They've proven they can build the racks. Now the main question is the large amount of blocking and tackling needed to build racks at the scale they're talking about.
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