July 20, 2026
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2:24Now PlayingMicrosoft announced Monday it will deploy AMD Helios racks in its Azure data centers, joining other early customers Meta, OpenAI and Oracle.
Helios is AMD’s first rack-scale system for AI and its most competitive move against Nvidia yet. It will ship later this year.
CNBC got an exclusive first detailed look inside AMD’s new system at the Texas lab where it’s being developed and tested.
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