The Transcript(@TheTranscript_):Microsoft will deploy AMD’s Helios rack-scale AI platform on Azure to support frontier-model inference, expanding the companies’ partnership across GPUs, CPUs, networking & software. AMD will begin shipping Helios in H2 2026. $AMD: +5% Pre-Market $MSFT: -1% PRe-Market

The Transcript

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The Transcript@TheTranscript_

2026.07.20 13:13

Microsoft will deploy AMD’s Helios rack-scale AI platform on Azure to support frontier-model inference, expanding the companies’ partnership across GPUs, CPUs, networking & software. AMD will begin shipping Helios in H2 2026. $AMD: +5% Pre-Market $MSFT: -1% PRe-Market