AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)
AMD Helios vs Nvidia Vera Rubin: What Microsoft's Azure Deal Actually Changes (40 vs 50 PFLOPs)
On July 21, 2026, AMD said Microsoft will deploy its new Helios rack — 72 Instinct MI455X GPUs plus EPYC "Venice" CPUs — "at scale" on Azure, and AMD shares