DPU
Top KingWin Ltd Class A
stock NASDAQ

[https://www.nextplatform.com/cloud/2026/07/20/microsoft-taps-amd-for-at-scale-ai-cpu-and-gpu-clusters/5275161](https://www.nextplatform.com/cloud/2026/07/20/microsoft-taps-amd-for-at-scale-ai-cpu-and-gpu-clusters/5275161)
Great stuff but what stands out most to me personally is this.
"Additionally, Microsoft is working with AMD to move its Azure Boost acceleration software to the Pensando DPUs. Microsoft had created its own DPU for the initial deployment of Azure Boost back in November 2024, and now it looks like it is porting its homegrown networking and storage virtualization to P4 routines and the Pensando DPUs"

Patrick Moorhead comments on the announcement: [https://x.com/PatrickMoorhead/status/2079189911089901924](https://x.com/PatrickMoorhead/status/2079189911089901924)
AMD gets ahead of Advancing AI and announces jointly with Microsoft a formal Helios commitment. There were rumors out there and even Microsoft decks with MI455X, but it’s official now.

Here are the deets:
•spans Instinct MI455X GPUs, 6th Gen EPYC “Venice” CPUs, Pensando networking, and ROCm in an open rackscale platform; **shipments begin 2H 2026.** (wait didn’t an analyst firm say it had slipped to 1H27? )
•powers frontier model inference for Microsoft, its AI customers, and Azure AI services.
•deployment positioned for inference, not training, even though the platform supports both.
•New Azure ND MI455X v7 VMs, built on Helios, target production-scale inference for reasoning, search, and agentic workloads.
•two EPYC Venice VM series: HDv2 for AI data systems and agentic pipelines, HXv2 for silicon design and technical computing. Synopsys was mentioned.

•HDv2 specs: nearly 500 physical EPYC cores, 4TB RAM, 32TB local NVMe, 400 Gb Azure Boost networking, aimed at data prep, search, RL, and agent coordination.
•HXv2 specs: 176 cores above 5 GHz with 3D V-Cache, 50% more cache per core, up to 4TB RAM, 800 Gb InfiniBand for EDA and MPI-based HPC.
•Azure is broadening Pensando DPU deployment in AI backend networking and integrating AMD silicon with Azure Boost across the fleet.
•Enterprises get AMD compute access via Azure Foundry Managed Compute

There were no details provided on scale, deal size, deal length, or end customers. There’s the AMD-OpenAI deal, of course.

This is obviously a huge win for [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click) on the heels of announcing Helios with Meta and Oracle. **Note the 2H26 ship date. If it were Q4 they would just say that right?** Could this mean August-September shipments begin?