Microsoft Adopts AMD Helios AI Platform for Azure Services

AMD (ORCL) and Microsoft announced on Monday a new collaboration to use AMD's Helios AI infrastructure platform and EPYC data-center processors for Azure cloud services. AMD stock rose 5.1% to $521.23 in Monday trading, while the S&P 500 gained 0.7%.

The Product

The Helios platform combines AMD EPYC processors and Instinct accelerators to deliver high performance for AI and data processing workloads. Microsoft will use these technologies for new tools in data processing, electronic design automation, and AI model inference.

Pricing and Availability

Pricing details were not disclosed, but the services will be available on Azure in the coming months.

Competition

This move comes as AMD competes with Nvidia for AI chip market share. Nvidia remains dominant, but AMD's partnership with Microsoft strengthens its position.

Potential Impact on AMD

Microsoft's adoption of Helios could boost AMD's data center revenue, which accounts for about 40% of its sales. It also boosts investor confidence in AMD's ability to compete with Nvidia.