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Microsoft to offer AMD-based AI capabilities on Azure Cloud platform

$Advanced Micro Devices (AMD.US)$ This is in a few news outlets the last several hrs. Microsoft will be offering AMD's AI alternative (to nVidia's H100-based AI capabilities) on its Azure Cloud platform. As I have mentioned before, the qualification period ie testing of new hardware on data centres is quite long. AMD launched the MI300X AI GPUs back in Dec 2023 & Microsoft is amongst its first customers (alongside Meta & Oracle). It has been over 5 mths & only now Microsoft announces the offering. Similarly, it will take many more mths to onboard other customers. Investors will need to be patient. Winning in the data centre environment takes a meticulously planned product roadmap & more importantly, executing on that roadmap. Under Lisa Su's leadership, AMD has gained a reputation of doing just these.
I think there is 1 more quality that can become important over time. AMD is working closely with customers & willing to fine-tune or make adjustments to its products in order to better add value to its customers' needs. If this proves to be successful & AMD manages to address its supply chain issues, it hopefully can reduce the need for these big customers to develop their own silicon.
Let's hope to see more good news coming the near future. Wish all investors good luck!
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