Rackspace (RXT) Corporate presentation summary

Strategic partnership overview

• Announced a definitive agreement to deliver governed enterprise AI infrastructure for regulated industries, leveraging AMD's accelerated compute products and Rackspace's operational expertise.

• Collaboration targets a 30 MW dedicated capacity for AMD Instinct GPUs and EPYC CPUs, with phased deployments from late 2026 through 2028.

• The partnership aims to address unmet demand in financial services, healthcare, and government for managed, compliant AI environments.

• Rackspace will operate the full stack, ensuring availability, scaling, performance, and compliance, while AMD provides next-gen silicon.

• The agreement includes a GPUaaS framework, with deployment authorizations and commercial terms subject to further negotiation.

Market opportunity and differentiation

• Enterprise AI is shifting from pilots to production, requiring governed, scalable infrastructure.

• Regulated industries face operational and compliance challenges unmet by hyperscalers or system integrators.

• No current provider offers a fully governed stack from silicon to business outcomes under a single accountable operator.

• Rackspace's operator-led, model-agnostic approach differentiates it from resellers and hyperscalers.

• Deep experience in regulated workloads and a global data center footprint support rapid deployment.

Go-to-market strategy and ecosystem

• Go-to-market includes activating the installed base, co-selling with partners, and acquiring new customers.

• Product tiers range from bare metal infrastructure to full-stack enterprise AI cloud services.

• Strategic partnerships with Dell, VMware, Rubrik, Palantir, and Uniphore enhance the AI platform and compliance layers.

• Ecosystem supports cyber resilience, developer tools, and core business applications for regulated environments.

• Co-branded campaigns and partner-led sales channels drive enterprise GPU demand.