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.
Microsoft reported a strong Q1 FY2027 earnings beat driven by accelerating Azure revenue and solid growth in its Agents and Infrastructure segment. However, the Devices and Consumer segment faced challenges from weak hardware sales and high memory pr...
Global tech giants like Amazon, Google, and Microsoft are committing hundreds of billions of dollars to expand AI-focused data center accelerators, driven by surging demand from generative AI workloads that exceed traditional CPU capabilities. These ...
Alphabet's stock fell 16.61% over a month, but an investor continues buying dips, citing two winning scenarios: success in AI or owning a highly profitable company at a low price. Despite a Q3 earnings miss due to a securities loss, operating income ...
Wall Street analysts overwhelmingly rate Microsoft as a buy, driven by strong Q1 results including a 48% Azure growth and rising earnings estimates. Despite this, Jim Cramer warns that Microsoft and other megacap tech stocks may be overvalued, citing...
Microsoft's stock surged to a record $555.80 after voters rejected new local data center projects in key states, making existing centers more valuable due to limited new supply. This scarcity boosts Microsoft’s cloud business, Azure, which saw 48% re...
