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

@TheTranscript_

We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |

가입 October 2017

2K 팔로잉 중 102.5K 팬

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