Microsoft and AMD have extended their strategic partnership to deploy AMD's next-generation Helios AI infrastructure on Microsoft Azure. This includes rolling out AMD Helios rack-scale systems designed for large-scale AI inference workloads, combining AMD's latest GPUs, processors, networking tech, and software. Microsoft will also introduce new virtual machines powered by AMD EPYC processors and expand AMD networking tech within Azure. This collaboration aims to enhance Azure's AI infrastructure options, providing customers with improved performance and scalability for AI applications. AMD expects to start shipping Helios systems in the second half of 2026.
The Technology Select Sector SPDR Fund (XLK) offers low headline fees but carries significant hidden risks due to heavy concentration in just a few tech giants like NVIDIA, Apple, and Microsoft, which together make up 40% of the fund. Investors who a...
Microsoft continues to grow Azure at over 30%, but it is falling behind competitors AWS and Google Cloud in acceleration. The company’s software business, while profitable, risks losing its edge as AI tools like Copilot lag behind leading innovators....
Microsoft's fiscal Q4 earnings report will highlight Azure's growth, AI infrastructure spending, and Microsoft 365 Copilot adoption. Bank of America analysts emphasize that AI execution is the key issue, with Azure expected to grow 39-40% year-over-y...
CLSA initiated coverage on Microsoft with an Outperform rating and a $535 price target, suggesting a 35.8% upside from current levels. Despite a 27% drop from its all-time high due to high capital expenditures, Microsoft's strong growth in Azure clou...
Deutsche Bank has reaffirmed its Buy rating on Microsoft, highlighting the company's strong position in AI and cloud computing through its Azure and Copilot platforms. Despite a recent stock correction, Microsoft trades at a favorable valuation with ...
