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The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.
Advanced Micro Devices (NASDAQ:AMD) shares gained 5% on Monday after Microsoft announced a major expansion of its strategic partnership with the chipmaker, positioning AMD’s latest AI hardware as a key component of Azure’s next-generation cloud infrastructure. At the centre of the agreement is Microsoft’s large-scale adoption of the AMD Helios Rackscale Solution, which will support frontier AI model inference across Azure cloud services and enterprise workloads.
Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.
Investing.com -- Advanced Micro Devices (NASDAQ: AMD) shares jumped 5% on Monday following a high-stakes expansion of its strategic partnership with Microsoft, placing AMD’s next-gen silicon at the heart of Azure’s cloud infrastructure. The centerpiece of the deal is Microsoft’s wide-scale deployment of the AMD Helios Rackscale Solution to drive frontier model AI inference across Azure services and enterprise customer workloads. Helios—an integrated power-rack combining AMD Instinct MI455X GPUs,
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year
Iren raised its 2026 annualized run-rate revenue target to more than $4 billion, up from $3.7 billion, following the signing of new multi-year cloud services contracts with leading AI developers.
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]
IREN Limited (NASDAQ:IREN) shares climbed 7% on Monday after the company announced $2. 8 billion in new multi-year AI cloud services contracts and increased its year-end 2026 AI Cloud annualised run-rate revenue (ARR) target to more than $4 billion, up from its previous forecast of $3.
Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.
Recent performance of small-cap index funds proves that mega-cap stocks don't drive the market by themselves.
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.
RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.
Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.
Capital is flowing toward private AI infrastructure as sovereign and regulated entities lead the shift.
Apple is likely to reclaim the lead again, although it's anyone's guess how long it will last.
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.
Successfully distinguishing between broken stocks and broken companies can make investors a lot of money.
Plus, Jordan becomes a flashpoint in the U.S.-Iran war as troop deaths rise, and London faces a deepening housing crisis.
(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17FCC Near Rulings Against Disney Over
The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.
“When was the last time you had a creation tool that was so editorially controlled?” Microsoft (MSFT) CEO Satya Nadella quizzed engineers while taking shots at Anthropic’s much-talked-about Fable model, according to CNBC reporting. That remark was puzzling because Microsoft has hardly been an ...
It will be yet another interesting earnings season for the semiconductor company.
Microsoft CEO Satya Nadella publicly criticized Anthropic's Fable AI product, questioning aspects of its technology and positioning. The comments come while Anthropic remains closely tied to Microsoft through significant use of the Azure cloud platform. Nadella's remarks highlight both cooperation and friction within a major AI partnership that is already attracting regulatory attention. Microsoft (NasdaqGS:MSFT) enters this episode with its stock at $393.82 and mixed recent performance,...
The first, a subscription-based furniture rental company he started in 2017, employed around 150 staff at its peak before he sold it in 2022. The newest generation of companies, infused with AI from the start, offer a vision of how work could soon be structured elsewhere in American corporations: Fewer co-workers; more on-staff engineers; and a flatter structure in which nearly everyone is a player-coach instead of strictly overseeing teams. A new working paper examining thousands of recent Y Combinator and other U.S. venture-backed startups indicates as much.
Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet of legal battles, insider selling, and a looming earnings report that could change everything.
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.
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