Microsoft Expands Azure AI Infrastructure with AMD Helios 🟢 Microsoft will deploy the AMD Helios Rackscale Solution on Azure to support AI inference for its internal models, enterprise customers, and Azure AI services. The system combines Instinct MI455X GPUs, EPYC Venice CPUs, Pensando DPUs, and the ROCm software stack. 🔗 The agreement adds Microsoft to Helios’ growing customer base alongside Meta, OpenAI, and Oracle, strengthening AMD’s position in AI infrastructure as a full-system provider rather than only a standalone chip supplier. 📈 The focus on inference aligns with market trends as AI workloads become increasingly sensitive to cost and processing efficiency. AMD shares rose about 5% following the announcement, reflecting positive investor expectations. ⚠️ However, AMD has not disclosed the exact scale of the deployment, while shipments are only expected to begin in the second half of 2026. Execution, real-world performance, and ROCm’s software maturity remain key factors to monitor. #AMD