Microsoft deploys next-gen AMD Instinct and EPYC processors in major AI infrastructure push
The tech giant's deepening partnership with AMD signals a shifting competitive landscape in AI compute, with implications that ripple far beyond Silicon Valley
+17.8% (FY ended 2026-06-30 vs FY ended 2025-06-30) 10-K
Annual net income
133,749,000,000 USD (FY ended 2026-06-30, attributable to the company) 10-K
Annual operating margin
46.8% (FY ended 2026-06-30)
Forward P/E
Unavailable: no dated forecast source
Gloria daily close for session Oct 27, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.
−162,502,000FY ended 2026-01-31, attributable to the company · 10-K
−6.1%FY ended 2026-01-31
Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.
Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 28, 2026, 5:41 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.
Token vs underlying stock
Current comparison for MSFT. Historical observations may postdate this article.
Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.
Microsoft token vs Microsoft stock: exact source values
Date (UTC)
Token (USD)
Stock close (USD)
Token quote (UTC)
2026-08-04
499.08
492.81
2026-08-04 20:00
2026-08-05
484.73
487.46
2026-08-05 20:00
2026-08-06
498.48
499.86
2026-08-06 20:00
2026-08-07
501.35
499.99
2026-08-07 20:00
2026-08-10
507.81
506.06
2026-08-10 20:00
2026-08-11
503.83
503.81
2026-08-11 20:00
2026-08-12
493.50
492.43
2026-08-12 20:00
2026-08-13
494.66
496.88
2026-08-13 20:00
2026-08-14
496.96
495.40
2026-08-14 20:00
2026-08-17
481.91
480.35
2026-08-17 20:00
2026-08-18
482.93
481.63
2026-08-18 20:00
2026-08-19
484.48
484.31
2026-08-19 20:00
2026-08-20
482.95
481.15
2026-08-20 20:00
2026-08-21
485.28
483.24
2026-08-21 20:00
2026-08-24
489.80
487.31
2026-08-24 20:00
2026-08-25
491.36
491.71
2026-08-25 20:00
2026-08-26
498.86
496.37
2026-08-26 20:00
2026-08-27
506.15
505.06
2026-08-27 20:00
2026-08-28
514.87
513.53
2026-08-28 20:00
2026-08-31
510.07
507.29
2026-08-31 20:00
2026-09-01
503.61
501.02
2026-09-01 20:00
2026-09-02
497.76
496.82
2026-09-02 20:00
2026-09-03
512.63
510.12
2026-09-03 20:00
2026-09-04
500.58
499.70
2026-09-04 20:00
2026-09-08
493.27
493.95
2026-09-08 20:00
2026-09-09
491.69
491.65
2026-09-09 20:00
2026-09-10
493.07
492.44
2026-09-10 20:00
2026-09-11
498.52
495.63
2026-09-11 20:00
2026-09-14
508.54
505.41
2026-09-14 20:00
2026-09-15
498.86
497.12
2026-09-15 20:00
2026-09-16
494.48
490.30
2026-09-16 20:00
2026-09-17
500.28
497.75
2026-09-17 20:00
2026-09-18
496.33
493.78
2026-09-18 20:00
2026-09-21
503.22
501.61
2026-09-21 20:00
2026-09-22
501.25
498.00
2026-09-22 20:00
2026-09-23
503.06
500.59
2026-09-23 20:00
2026-09-24
501.07
497.93
2026-09-24 20:00
2026-09-25
518.98
516.17
2026-09-25 20:00
2026-09-28
511.70
509.22
2026-09-28 20:00
2026-09-29
512.06
508.96
2026-09-29 20:00
2026-09-30
515.27
512.90
2026-09-30 20:00
2026-10-01
516.84
512.80
2026-10-01 20:00
2026-10-02
519.95
517.53
2026-10-02 20:00
2026-10-05
527.35
525.18
2026-10-05 20:00
2026-10-06
532.35
529.30
2026-10-06 20:00
2026-10-07
532.01
529.76
2026-10-07 20:00
2026-10-08
525.93
522.61
2026-10-08 20:00
2026-10-09
537.45
535.07
2026-10-09 20:00
2026-10-12
543.48
541.15
2026-10-12 20:00
2026-10-13
546.06
543.45
2026-10-13 20:00
2026-10-14
535.70
533.69
2026-10-14 20:00
2026-10-15
542.43
539.44
2026-10-15 20:00
2026-10-16
531.87
529.05
2026-10-16 20:00
2026-10-19
535.69
533.52
2026-10-19 20:00
2026-10-20
535.30
531.87
2026-10-20 20:00
2026-10-21
535.87
532.95
2026-10-21 20:00
2026-10-22
524.11
521.08
2026-10-22 20:00
2026-10-23
525.75
524.51
2026-10-23 20:00
2026-10-26
534.07
532.60
2026-10-26 20:00
2026-10-27
533.36
531.33
2026-10-27 20:00
Stock history: Gloria · Retrieved Oct 28, 00:31 UTC. Token history: CoinGecko MSFTx.
Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.
Microsoft is going all-in on AMD’s next-generation silicon, committing to deploy the chipmaker’s upcoming Instinct MI455X GPUs and 6th-generation EPYC “Venice” processors across its Azure cloud infrastructure.
AMD’s EPYC Venice chips are expected to pack up to 256 cores, built on the company’s Zen 6 architecture. Microsoft has already been running AMD Instinct hardware, including the MI300X, for GPT-4 inference inside Azure. In English: when you ask ChatGPT a question, there’s a non-trivial chance an AMD chip is doing the thinking.
The new deployment builds on AMD’s Helios rack-scale platform, which bundles MI455X GPUs, Venice CPUs, and Pensando Vulcano network interface cards into an integrated system. No specific volumes or deployment dates have been publicly disclosed.
EPYC deployments across cloud providers have climbed 50% year-over-year. CES 2026, Computex, and Microsoft’s own Build 2026 conference all featured AMD showcasing its roadmap and its collaboration with Microsoft. A recurring theme at these events has been AMD’s open-source ROCm software stack. Microsoft’s Azure VM support tailored specifically for AMD silicon gives developers a reason to actually try it.
AI, tech, and the markets they move—in one daily briefing.
Daily. Free. Join 34,000+ readers across crypto, finance, and policy.
There’s a second-order effect worth considering. The expansion of AI compute capacity eventually makes AI services cheaper and more accessible. That has downstream implications for crypto projects building AI-adjacent products, from decentralized compute networks like Render and Akash to AI-focused tokens that promise to democratize access to machine learning. If centralized cloud providers keep scaling their AI offerings aggressively, the value proposition for decentralized alternatives gets harder to articulate.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
