# 微软Azure扩大采用AMD Helios平台，Anthropic或跟进测试AMD芯片

- 来源：The Decoder：AI News（RSS）
- 作者：Matthias Bastian
- 发布时间：2026-07-21 00:44
- AIHOT 分数：54
- AIHOT 链接：https://aihot.virxact.com/items/cmrtgm4pd32yobitlcbn9is3m
- 原文链接：https://the-decoder.com/nvidias-grip-on-ai-chips-weakens-as-microsoft-turns-to-amd-and-anthropic-may-follow

## AI 摘要

微软计划在Azure云中更多采用AMD AI芯片，合作围绕2026年下半年出货的AMD Helios平台展开，旨在为Azure客户提供Nvidia GPU之外的替代方案。AMD CEO苏姿丰称该合作是重要里程碑，微软CEO萨提亚·纳德拉表示客户需要更多AI基础设施选择。此外，Anthropic正在测试AMD硬件，AMD已给予其最高优先级评级，与Meta同级。

## 正文

Microsoft plans to use more AMD AI chips in its Azure cloud. The expanded partnership centers on AMD's new Helios platform, which is scheduled to ship in the second half of 2026. Helios is designed to run large AI models and give Azure customers an alternative to Nvidia's dominant GPU systems. AMD CEO Lisa Su called the partnership a major milestone. Microsoft CEO Satya Nadella said customers need more choices for AI infrastructure. Nvidia still has considerable pricing power, but it faces growing competition from AMD and custom TPUs made by other companies.

AMD could also land another major customer. A public GitHub profile belonging to an AMD director suggests that Anthropic, the company behind Claude, is testing AMD hardware. According to SemiAnalysis, AMD gave Anthropic its highest priority rating, putting it on par with major customers such as Meta. Anthropic is still testing the hardware. AMD may confirm the partnership at its upcoming "Advancing AI" conference if its engineering team resolves the remaining concerns about software quality. OpenAI also has a partnership with AMD.