微软Azure扩大采用AMD Helios平台，Anthropic或跟进测试AMD芯片

微软计划在其 Azure 云服务中使用更多 AMD AI 芯片。这一扩展合作主要围绕 AMD 的新 Helios 平台：https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/，预计将在 2026 年下半年出货。Helios 旨在运行大型 AI 模型，为 Azure 客户提供 Nvidia 主导 GPU 系统的替代方案。AMD 首席执行官 Lisa Su 称此次合作是一个重要的里程碑。微软首席执行官 Satya Nadella 表示，客户需要更多 AI 基础设施的选择。Nvidia 仍然拥有相当大的定价权，但它正面临来自 AMD 和其他公司定制 TPU 的竞争：https://the-decoder.com/google-unveils-8th-gen-tpus-agent-platform-and-workspace-ai-layer-at-cloud-next-26/。

AMD 也可能获得另一个重要客户。一位 AMD 管理人员的公开 GitHub 资料显示，Claude 背后的公司 Anthropic 正在测试 AMD 硬件。根据 SemiAnalysis 的报道：https://x.com/SemiAnalysis_/status/2078975426358026661，AMD 给 Anthropic 分配了最高优先级评级，使其与 Meta 等大客户并列。Anthropic 仍在测试硬件。如果 AMD 的工程团队解决了软件质量方面的剩余问题，可能会在即将举行的“Advancing AI”大会上确认这一合作：https://www.amd.com/en/corporate/events/advancing-ai.html。OpenAI 也与 AMD 有合作关系：https://the-decoder.com/amd-signs-a-long-term-deal-to-supply-openai-with-multiple-generations-of-instinct-gpus/。

保持 AI 动态更新。清晰、有用、无废话。

关注 The Decoder 获取 AI 新闻、背景故事和专家分析。

The Decoder：https://the-decoder.com/

Microsoft plans to use more AMD AI chips in its Azure cloud . The expanded partnership centers on AMD's new Helios platform ：https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/, which is scheduled to ship in the second half of 2026. Helios is designed to run large AI models and give Azure customers an alternative to Nvidia's dominant GPU systems. AMD CEO Lisa Su called the partnership a major milestone. Microsoft CEO Satya Nadella said customers need more choices for AI infrastructure. Nvidia still has considerable pricing power, but it faces growing competition from AMD and custom TPUs：https://the-decoder.com/google-unveils-8th-gen-tpus-agent-platform-and-workspace-ai-layer-at-cloud-next-26/ made by other companies.

AMD could also land another major customer. A public GitHub profile belonging to an AMD director suggests that Anthropic, the company behind Claude, is testing AMD hardware. According to SemiAnalysis ：https://x.com/SemiAnalysis_/status/2078975426358026661, AMD gave Anthropic its highest priority rating, putting it on par with major customers such as Meta. Anthropic is still testing the hardware. AMD may confirm the partnership at its upcoming "Advancing AI" conference：https://www.amd.com/en/corporate/events/advancing-ai.html if its engineering team resolves the remaining concerns about software quality. OpenAI also has a partnership with AMD ：https://the-decoder.com/amd-signs-a-long-term-deal-to-supply-openai-with-multiple-generations-of-instinct-gpus/.

Stay in the loop on AI. Clear, useful, no fluff.

Follow The Decoder for AI news, background stories and expert analyses.

The Decoder：https://the-decoder.com/