Microsoft is expanding its use of AMD accelerators in Azure, announcing the AMD Helios compute platform optimised for large models in the second half of 2026 — with CEO Satya Nadella citing Nvidia’s pricing and TPU competition as drivers. Meanwhile, Anthropic has been testing AMD hardware, and according to SemiAnalysis, AMD has given the Claude developer top-priority support on par with Amazon, with an official partnership expected at AMD’s Advancing AI conference pending software stack optimisation.

Microsoft — Microsoft expands Azure AI and HPC infrastructure with AMD SemiAnalysis on X