Microsoft dumps Nvidia for AMD's Helios — will Anthropic follow?
microsoft adopted amd's helios platform for azure, targeting a 2026 release, while anthropic tests amd hardware to reduce reliance on nvidia.
microsoft expanded its partnership with amd to adopt the helios platform, scheduled for azure deployment in the second half of 2026, challenging nvidia's market dominance with a new option for large ai model inference. additionally, evidence suggests anthropic is evaluating amd hardware, receiving top-tier support status alongside meta, though software concerns remain. these moves indicate that major ai labs are aggressively seeking alternatives to nvidia to diversify supply chains and potentially lower infrastructure costs.