This Week In Cloud AI - AMD and Microsoft Partner to Boost AI Infrastructure on Azure

Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its networking services using AMD Pensando DPUs to facilitate optimized AI workloads. These advancements aim to provide enhanced performance, scalability, and choice for entities developing and running AI applications on Azure.

• Microsoft (NasdaqGS:MSFT) last closed at $402.29 up 2.2%.

In other trading, Z.AI (SEHK:2513) was trading firmly up 36.9% and ending the day at HK$1,219.00. At the same time, Oracle (NYSE:ORCL) trailed, down 4% to finish the session at $121.38, near its 52-week low.

Rapid AI and cloud integration propel Microsoft's growth amidst digital transformation. Discover how Microsoft's strategy could be an opportunity for growth by exploring our in-depth narrative now.

Check out our Market Insights article "Software Stocks Just Gave Investors a Masterclass," where we explored Cloud AI's transformative impact on traditional SaaS models—don't miss out on this crucial analysis.

Best Cloud AI Stocks

• Alphabet (NasdaqGS:GOOGL) closed at $351.99 up 1.5%.
• ServiceNow (NYSE:NOW) finished trading at $104.70 up 1.4%.
• Apple (NasdaqGS:AAPL) closed at $326.59 down 2.1%, hovering around its 52-week high.

Seize The Opportunity

• Jump into our full catalog of 148 Cloud AI Stocks, which includes Lumentum Holdings, CSG Digital Power Grid Research InstituteLtd and Cisco Systems, here.
• Contemplating Other Strategies? We've found 10 US stocks that are forecast to pay a dividend yeild of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Microsoft to Deploy Next-Gen AMD Instinct and AMD EPYC Processors as the Companies Expand Their Long-Term Strategic Partnership" from Advanced Micro Devices, Inc. on GlobeNewswire (published 20 July 2026)

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com