India, July 20 -- Advanced Micro Devices (AMD) says it will start shipping its first rack-scale AI system, called Helios, later this year. Microsoft is joining Meta, OpenAI, Oracle, and other major customers in adopting the platform. The news pushed AMD shares up more than 4%, while Microsoft rose over 1%.
Microsoft said it plans to deploy Helios in its Azure data centers to support frontier AI model inference, customer workloads, and Azure AI services. The company also said it will roll out new Azure compute instances powered by AMD's latest Venice CPUs, aimed at use cases such as agentic AI, data pipelines, and semiconductor design.
Helios is AMD's first rack-scale platform positioned as a direct alternative to Nvidia's Grace Blackwell ...