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Microsoft to offer AMD AI chips on Azure and new Cobalt 100 processors to develop and run GenAI models
Generative AI Infrastructure
May 16, 2024
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Generative AI Infrastructure

Generative AI Infrastructure

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May 16, 2024

Microsoft to offer AMD AI chips on Azure and new Cobalt 100 processors to develop and run GenAI models

Product updates

  • Microsoft plans to offer its cloud computing clients AMD's MI300X processors on its Azure service as an alternative to NVIDIA's H100 GPUs.

  • The MI300X AI processors are designed to handle the large volumes of data and computations required to develop or run AI models and applications.

  • Microsoft also plans to launch a preview of the Cobalt 100 custom processors at its developer conference next week. These are expected to offer 40% superior performance compared to other ARM-based processors.

  • Analyst QuickTake: We anticipate that Microsoft will keep collaborating with leading AI chip manufacturers, strengthening its role as an integrated AI solutions provider. In March 2024 , we observed Microsoft integrating NVIDIA's Grace Blackwell GB200 processor into Microsoft Azure to enhance AI functions such as natural language processing and computer vision.

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