Microsoft Corporation faces AI CAPEX-driven margin pressure and FCF compression; valuation offers little safety. Click for ...

AMD and Microsoft are expanding their strategic partnership for AI infrastructure. Microsoft will deploy AMD Helios Rackscale ...

Microsoft will deploy AMD Helios on Azure. Azure will add AMD EPYC VMs and Pensando networking. Microsoft plans to deploy AMD ...

Shares of Advanced Micro Devices surged about 5% on Monday after the company announced an expanded partnership with Microsoft ...

Microsoft adopts AMD Helios to expand Azure AI with Instinct GPUs, EPYC CPUs and upgraded cloud networking infrastructure.

AI workloads are scaling faster than any single infrastructure approach can support — with more models, new agent-driven workloads and surging compute demand driving the need for greater ...

AMD scores a full-stack Azure win as Microsoft commits to Helios, MI455X GPUs, EPYC Venice CPUs, and ROCm software for large-scale AI inference workloads.

AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers ...

Microsoft has expanded its Mistral partnership, bringing new AI models to Azure, Foundry, and Copilot with a ...

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic ...

Microsoft has announced it will deploy AMD’s Helios rackscale solution to power model inference both internally and for its ...

Microsoft to ramp AMD Helios™ at scale on Azure to power frontier model inference for Microsoft, its AI customers and Azure AI services.Azure will add two new ...