时间：2026年7月20日
Date: July 20, 2026
微软在Azure上部署AMD Helios AI机架，标志芯片合作里程碑式扩展
Microsoft Deploys AMD Helios AI Racks on Azure in Landmark Chip Partnership Expansion
摘要 :
AMD（纳斯达克代码：AMD）宣布与微软（财富500强第15位）扩大战略合作伙伴关系，涵盖Azure上的GPU、CPU、网络和软件，包括部署搭载Instinct MI455X GPU和第6代EPYC “Venice” CPU的AMD Helios机架解决方案，用于前沿AI推理。AMD股价飙升5%。
微软Azure将推出两个新VM系列——HDv2用于智能体AI/数据管道，HXv2用于半导体设计——均由EPYC Venice驱动。AMD芯片将与Azure Boost集成以增强云网络性能。Helios计划于2026年下半年向包括微软在内的客户发货。CEO Lisa Su称其为下一代AI基础设施的“里程碑”，Satya Nadella表示该交易为客户提供了AI训练和推理的额外选择。
Summary :
AMD (NASDAQ: AMD) announced an expanded strategic partnership with Microsoft (Fortune 500 #15) spanning GPUs, CPUs, networking and software on Azure, including deployment of the AMD Helios Rackscale Solution with Instinct MI455X GPUs and 6th Gen EPYC “Venice” CPUs for frontier AI inference. AMD shares surged 5%.
Microsoft Azure will launch two new VM series — HDv2 for agentic AI/data pipelines and HXv2 for semiconductor design — both powered by EPYC Venice. AMD silicon will integrate with Azure Boost for enhanced cloud networking. Helios shipments to customers, including Microsoft, are targeted for H2 2026. CEO Lisa Su called it a “milestone” for next-generation AI infrastructure, while Satya Nadella said the deal gives customers additional options for AI training and inference.
入选理由 :
首个机架级AMD AI平台进入全球第2大云提供商，是AI硅片竞争的结构性转变——这不再仅仅是GPU之争，而是全栈基础设施之战。
Why Selected:
The first rack-scale AMD AI platform going to the world’s #2 cloud provider is a structural shift in AI silicon competition — this is no longer just about GPUs, it’s about full-stack infrastructure.
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