- AMD stock surged 1.58% on July 20, gaining an additional 3.56% in pre-market trading after announcing an expanded partnership with Microsoft Azure.
- Microsoft will deploy AMD Helios Rackscale Solution and add two new AMD EPYC CPU-powered VM series, along with broader Pensando DPU deployment for Azure networking.
- Both CEOs emphasized the collaboration’s role in delivering high-performance AI infrastructure, with AMD’s quarterly earnings report expected on August 4, 2026.
Advanced Micro Devices stock prices surged on July 20 after the company announced an expanded partnership with Microsoft Azure, closing 1.58% higher and gaining another 3.56% in pre-market hours.
According to the official announcement, AMD will expand its GPU, CPU, networking, and software services for Microsoft. Microsoft will deploy the AMD Helios Rackscale Solution, and Azure will add two new AMD EPYC CPU-powered VM series while broadening its deployment of Pensando DPUs to support Azure networking services.
AMD CEO Dr. Lisa Su stated, “AMD and Microsoft have spent years building high-performance infrastructure together, and today we’re extending that partnership across the full stack of AMD AI solutions on Azure.” Microsoft CEO Satya Nadella added, “Through our collaboration with AMD, we are expanding the Azure infrastructure portfolio with AMD Helios to give customers the performance, scale and choice they need to build and run the next generation of AI applications.”
AMD’s stock price is expected to surge ahead of its quarterly earnings report, due on August 4, 2026. Experts anticipate the company to report high revenue and earnings per share, mimicking its Q1 results.
AMD has been a major beneficiary of the AI boom, and that pattern is expected to continue. However, the ongoing conflict between the US and Iran may present challenges, as rising oil prices could cause supply chain issues that might hurt AMD’s stock price.
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