AMD Says Helios Shipments To Begin In Second Half Of 2026<\/p>\n
AMD also announced that Helios shipments, including to Microsoft, will begin in the second half of 2026.<\/p>\n
The platform combines the company\u2019s next-generation Instinct MI455X GPUs, sixth-generation EPYC \u201cVenice\u201d processors, Pensando networking technology and ROCm software in a single AI system designed for large-scale training and inference workloads.<\/p>\n
\u201cAMD and Microsoft have spent years building high-performance infrastructure together, and today we\u2019re extending that partnership across the full stack of AMD AI solutions on Azure,\u201d CEO Lisa Su said.<\/p>\n
Su added that Microsoft’s deployment marks \u201can important milestone\u201d as AMD scales its next-generation AI infrastructure.<\/p>\n
MSFT Expands AMD Footprint Across Azure<\/p>\n
Microsoft said the expanded partnership will bring AMD technology to three new Azure offerings spanning AI data processing, chip design and production-scale AI inference.<\/p>\n
This also broadens AMD’s presence beyond AI accelerators, with the company supplying compute infrastructure for a wider range of cloud workloads.<\/p>\n
Microsoft said the new offerings are designed to give customers more flexibility in choosing the right infrastructure for different AI and engineering workloads.<\/p>\n
Taking On NVDA<\/p>\n
Helios is AMD’s answer to Nvidia’s rack-scale AI systems, which bundle GPUs, CPUs, networking, and software into integrated platforms for training and inference.<\/p>\n
Microsoft’s adoption makes it the first publicly announced customer for the new platform, giving AMD a major win as hyperscalers look to diversify and reduce their dependence on a single chip supplier.<\/p>\n
Alphabet Inc.\u2019s (GOOG, GOOGL) Google is scaling its custom Tensor Processing Units (TPUs). According to a\u00a0report<\/a> by The Information, Meta Platforms Inc. (META) signed a multi-billion-dollar deal in February this year to rent Google\u2019s AI chips.<\/p>\n Amazon.com Inc. (AMZN) is expanding the use of its custom AI chips, Trainium and Inferentia, while Microsoft and Meta are continuing to develop their in-house AI accelerators, Maia and MTIA (Meta Training and Inference Accelerator), respectively.<\/p>\n What Retail Traders Think About AMD<\/p>\n Retail sentiment on Stocktwits around AMD trended in \u2018bullish\u2019 territory at the time of writing.<\/p>\n AMD stock<\/a> is up 144% year-to-date, while\u00a0MSFT stock<\/a> is down 19%. The S&P 500 ETF (SPY) is up 19% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 26%.<\/p>\n The iShares Core S&P 500 ETF (IVV) is up 19% during this period.<\/p>\n Also See:\u00a0OpenAI Chair Downplays Lower Token Costs Of Open-Weight Models After Kimi K3 Buzz: ‘Frontier Models Are Much More Token Efficient’<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n
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