Hardik Shah
2026.07.20 13:05

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: AMD and Microsoft Expand Strategic AI Infrastructure Partnership - $AMD(AMD.US) $Microsoft(MSFT.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐌𝐃 and 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 expand partnership across AI infrastructure and Azure.

➤ Microsoft will deploy 𝐀𝐌𝐃 𝐇𝐞𝐥𝐢𝐨𝐬 𝐑𝐚𝐜𝐤𝐬𝐜𝐚𝐥𝐞 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧 for AI inference.

➤ AMD expects to begin shipping 𝐇𝐞𝐥𝐢𝐨𝐬 systems in 𝐬𝐞𝐜𝐨𝐧𝐝 𝐡𝐚𝐥𝐟 𝐨𝐟 𝟐𝟎𝟐𝟔.

➤ Helios integrates 𝐈𝐧𝐬𝐭𝐢𝐧𝐜𝐭 𝐌𝐈𝟒𝟓𝟓𝐗 GPUs, 𝐄𝐏𝐘𝐂 "𝐕𝐞𝐧𝐢𝐜𝐞" CPUs, Pensando, and ROCm.

➤ Azure will launch new VM series powered by 𝐬𝐢𝐱𝐭𝐡-𝐆𝐞𝐧 𝐀𝐌𝐃 𝐄𝐏𝐘𝐂 "𝐕𝐞𝐧𝐢𝐜𝐞" processors.

➤ 𝐀𝐌𝐃 𝐏𝐞𝐧𝐬𝐚𝐧𝐝𝐨 DPUs will power Azure networking infrastructure.

➤ AMD silicon will integrate with 𝐀𝐳𝐮𝐫𝐞 𝐁𝐨𝐨𝐬𝐭 to enhance cloud networking.

➤ Partnership supports AI inference, Azure AI services, and enterprise workloads.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐃𝐫. 𝐋𝐢𝐬𝐚 𝐒𝐮, Chair and CEO of AMD:

"Microsoft's new AMD deployments mark an important milestone as we deliver leadership compute solutions to Azure customers."

𝐒𝐚𝐭𝐲𝐚 𝐍𝐚𝐝𝐞𝐥𝐥𝐚, Chairman and CEO of Microsoft:

"the performance, scale and choice they need to build and run the next generation of AI applications."

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