Microsoft Turns To AMD Helios As Nvidia’s AI Chip Duopoly Shatters
Microsoft expands its Azure AI stack with AMD Helios, Anthropic gets top priority supply status from AMD and tests their chips already, and OpenAI signed a long term deal with AMD last year. For the first time ever, all three big AI labs have decided to diversify their AI chip supplier away from Nvidia at the same time.
Microsoft plans to expand its Azure AI stack using the AMD Helios processor. They plan to launch it in the second half of 2026. Anthropic got top priority supply status from AMD (same as Meta) and is already testing it. OpenAI signed a long term deal with AMD last year.
While Nvidia still has a lot of pricing power, it’s the first time that all three big AI labs decide to diversify their AI chip supply at the same time. Once your main customers start shopping around, monopolies will start to break. And the competition in the AI chip space is getting more heated.
Source: the-decoder.com
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Author
Evgenii Arsentev
PhD · Chief Executive Officer, digital health
Articles · Latest articles