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Investments into artificial intelligence (AI) infrastructure in the last two years have mainly focused on Nvidia (NVDA). Nonetheless, there has been a continuous shift in competition as hyperscalers seek different suppliers in the market in order to facilitate large-scale AI projects. This has received yet another shot in the arm following a disclosure from Microsoft (MSFT) that it will deploy Advanced Micro Devices' (AMD) Helios rack-scale solution for Azure frontier AI inference workloads.
As probably expected, this news pushed AMD stock up by more than 8% on July 21, the session after the announcement. This is because the announcement marks not just another GPU order, but rather Microsoft's adoption of an entire AI solution provided by AMD, consisting of GPUs, CPUs, networking, and software integrated into one platform. The news also comes only a few months after AMD reported record data-center revenues and stronger-than-expected demand for Helios.
