But it’s not clear just how much AMD AI compute Microsoft is buying

AMD is taking aim at Nvidia with Helios, its first AI rack system, and has landed Microsoft as a new customer, joining Meta, OpenAI and Oracle.

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…

Microsoft will use AMD’s AI-optimized Helios racks in Azure - SiliconANGLE

Company has already tested the beefy AI rack