AMD, Microsoft expand strategic partnership to deploy next-gen Instinct, EPYC chips on Azure

Microsoft Corporation
Advanced Micro Devices, Inc.

Microsoft Corporation

MSFT

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Advanced Micro Devices, Inc.

AMD

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  • AMD expanded a long-term strategic partnership with Microsoft to deploy its Helios rackscale AI platform across Azure at scale.
  • Microsoft plans to use Helios to run frontier-model inference for internal workloads, Azure AI services, and customer applications.
  • Helios integrates Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando networking, and ROCm software; shipments start in 2H 2026.
  • Azure will add two new VM series powered by EPYC “Venice” processors, targeting agentic AI, data pipelines, and semiconductor design workloads.
  • Microsoft will broaden deployment of Pensando DPUs; Azure Boost integration aims to lift cloud networking performance across the fleet.


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