AMD will begin shipping the Helios system, which combines its own GPUs, CPUs, networking chips, and software, to customers including Microsoft later this year

Lisa Su, AMD Chair and CEO, joins 'Closing Bell' from the Advancing AI event to talk its new AI rak solution, its partnerships, infrastructure spend, and more.

Microsoft has announced it will deploy AMD’s Helios rackscale solution to power model inference both internally and for its AI customers, with the hardware also set to support the company’s Azure AI services.

AMD launched its Helios rack-scale AI system at Advancing AI 2026, with OpenAI, Meta and Anthropic preparing large-scale deployments.

AMD is hoping for the Helios to be a proper rival to NVIDIA's popular Grace Blackwell and Vera Rubin platforms.

At Advancing AI 2026, AMD framed Helios as more than a rack-scale launch, setting out an agentic data centre built around inference, CPUs, and open systems at scale.

Microsoft will deploy AMD Helios on Azure. Azure will add AMD EPYC VMs and Pensando networking. Microsoft plans to deploy AMD’s Helios rack-scale computing platform on Azure under an expanded infrastructure partnership covering processors,

AMD offered bullish projections for the AI server market, announced customer partnerships, and said its Helios rack had gone into full production.