AMD and Microsoft expand Azure deal to deploy Helios racks

AMD AMD Helios rack-scale AI systems EPYC server CPUs

AMD and Microsoft announced an expanded collaboration to deploy AMD Helios rack-scale systems on Azure, mainly for frontier model inference. Azure is also adding two EPYC 'Venice' VM series and expanding its use of AMD Pensando DPUs. The release gives no dollar value or gigawatt figure for the Azure deal.

Helios on Azure built on Instinct MI455X GPUs, EPYC Venice CPUs, Pensando networking and ROCm
New Azure VM series: HDv2 (agentic AI and data pipelines) and HXv2 (semiconductor design)
AMD plans to begin shipping Helios to customers, including Microsoft, in the second half of 2026
No dollar value or GW figure disclosed for the Azure expansion

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AMD+7.98%Jul 20 · AMD rose 8.0% after expanding its Azure partnership with Microsoft to deploy AMD Helios rack systems, which Motley Fool attributes the Tuesday move to. Micron (+13.0%), Coinbase (+10.3%) and Intel (+8.7%) also rose, while the S&P 500 gained 0.8%.

Source

AMD Investor Relations

Jul 20, 2026, 9:00 AM ET

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