Yesterday, a Semi Analysis article predicted the postponement of a forthcoming AMD Instinct MI455X AI mass manufacturing phase. As covered by TechPowerUp this morning , this controversial forecast places Team Red's next-gen design in a precarious position, especially when compared to the apparent rapid progression of NVIDIA's competitive "Vera Rubin" server-grade hardware. This evening, Anush Elangovan has responded to the latest claims—the Corporate Vice President of AMD AI software and solutions issued a curt reply to a tech industry analyst's quoting of Semi Analysis' hit piece: "B.S (bullshit). Right on target for H2 2026."

The high volume rollout of Team Red's first rack scale " Helios " MI455X UALoE72 system has—allegedly—been plagued with engineering sample problems and manufacturing hiccups. In a separate social media post, Elangovan insisted that the finalized MI455X model will not be postponed into the second quarter of 2027: "speed is the moat. MI455X is both fast, and is the fastest I have seen in execution for bring-up of a complex GPU platform. MI455X is right on target for shipments in 2H2026—irrespective of what Semi Analysis says—rev your engines because speed is coming." Technology-wise, AMD's Artificial Intelligence Group (AIG) seems ready to answer NVIDIA's incoming new-gen wave, but it is not clear whether the upcoming "Helios" rack system can compete in terms of sheer factory output numbers.