AMD and Microsoft deploy Helios Rackscale Solution on Azure for AI inference

Key Takeaways

AMD boosts Azure AI with Helios deployment

Microsoft is partnering with AMD to deploy AMD's Helios Rackscale Solution on Azure, enhancing AI inference capabilities. This collaboration includes introducing new virtual machine series on Azure, powered by 6th Gen AMD EPYC processors. AMD's Helios system is designed to improve cloud networking performance and efficiency. The deal is expected to boost Microsoft's AI services and support its growing roster of AI customers.

AMD unveils Helios AI system for data centers

AMD has launched its Helios rack-scale AI system, designed to rival Nvidia's offerings. Helios is equipped with 72 GPUs and 18 CPUs, offering superior performance and efficiency. Microsoft, Meta, OpenAI, and Oracle are among the early customers. AMD expects to begin shipping Helios to customers later this year.

Microsoft and AMD partner on AI compute

Microsoft and AMD are collaborating to make next-gen AI compute available on Azure. The partnership includes deploying AMD's Helios rack-scale AI accelerator on Azure. This will enable AI labs and enterprise customers to deploy AI workloads through Microsoft Foundry.

AMD's Helios: A game-changer in AI systems

AMD's Helios system is a substantial piece of technology, weighing up to 7,000 pounds and valued at $5 million to $5.5 million. It features 72 GPUs and 18 CPUs, offering superior performance and efficiency compared to Nvidia's latest offerings. Helios represents a significant integration of AMD's core competencies, including GPUs, CPUs, networking technology, and software.

Moonshot AI plans Hong Kong IPO

Chinese AI company Moonshot AI is reportedly preparing for a Hong Kong initial public offering (IPO) within the next six months. The company is known for its Kimmy model and has held discussions with major investment banks regarding its potential IPO. Moonshot AI is working to close a funding round that would value the company at $30 billion.

Hong Kong tech stocks climb on Moonshot AI breakthrough

Hong Kong-listed technology and artificial intelligence shares rose on Monday as investors focused on China's growing strength in generative AI. Moonshot AI's latest model launch and optimism surrounding DeepSeek's IPO plans contributed to the market's positive sentiment.

US secretly battles Chinese AI ambitions

The Trump administration has been quietly working on a plan to develop and deploy AI technologies that can counter China's growing capabilities. The plan aims to create a new generation of AI systems that can learn and adapt at a pace similar to human intelligence.

Harmonic launches AI math benchmark

Harmonic, a startup backed by Nvidia, has launched a new benchmark for artificial intelligence (AI) that focuses on mathematics. The Harmonic Math Benchmark is designed to evaluate AI systems' ability to perform mathematical tasks.

IREN, Hut 8 surge on AI data center deals

IREN and Hut 8 led a surge for bitcoin miners and artificial intelligence cloud providers after announcing new contracts. IREN lifted its AI cloud revenue target based on updated contracts with top AI developers.

Claude AI picks Zeta Global over Microsoft

Claude AI has picked Zeta Global Holdings as a top pick, citing strong revenue growth and increasing usage of the omnichannel data-driven cloud platform company. Claude AI believes Zeta is a better buy than Microsoft.

Demand for AI will continue without slowing down

Northern Trust Asset Management chief investment strategist Joseph Tanious discusses the market's direction regarding AI. He emphasizes the ongoing demand for compute and semiconductors as foundational.

Closing the AI Trust Gap

The article discusses the trust gap in AI and proposes independent certification for trustworthy AI. The authors argue that current evaluation targets models and outputs rather than deployed sociotechnical systems and their outcomes.

Smart glasses race enters new phase

The global smart glasses market is entering a decisive new stage, with competition expanding beyond Meta's early dominance. Industry attention is rapidly shifting from hardware specifications to AI capabilities.

Pace Digitek expands AI data centre power portfolio

Pace Digitek's wholly owned subsidiary, Lineage Power Private Limited (LPPL), has entered into a strategic cooperation agreement with MEGMEET Electrical India to strengthen its AI data centre infrastructure business in India.

Sources

• AMD Helios Powers Azure AI Inference
• AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer
• Microsoft will deploy AMD’s Helios rack-scale AI accelerator ‘at scale’ on Azure – Radeon Instinct MI455X and Epyc Venice power will be available through Redmond’s cloud infrastructure
• AMD's Helios: A Make-or-Break AI System
• Moonshot AI Eyes Hong Kong IPO as China AI Race Heats Up
• Hong Kong tech stocks climb on Moonshot AI breakthrough, potential IPO
• The secret Trump administration battle to fight Chinese AI
• Exclusive: Harmonic launches new AI math benchmark
• IREN, Hut 8 Soar On AI Data Center Deals, Lead Neocloud Rally
• Claude AI Says Zeta Global (ZETA) Is a Better Buy Than Microsoft (MSFT)
• Demand for AI will continue without slowing down, says chief investment strategist
• Closing the AI Trust Gap: The Case for Independent Certification for Trustworthy AI
• Smart glasses race enters new phase as AI ecosystems eclipse hardware specs
• Pace Digitek expands AI data centre power portfolio through MEGMEET partnership