This discussion at Advanced Micro Devices' Advancing AI 2026 in Moscone West examines Microsoft Azure infrastructure strategy and co-design with Advanced Micro Devices, including Helios rack-scale systems and strategies for scaling artificial intelligence workloads. Jessica Hawk of Microsoft, corporate vice president Azure Infrastructure; Alistair Speirs of Microsoft, general manager Azure Infrastructure; and Dave Vellante of SiliconANGLE Media, Inc., co-founder and co-CEO join Bob O'Donnell of theCUBE Research to explore Microsoft Azure's infrastructure approach and co-innovation with AMD. Hawk emphasizes end-to-end collaboration from chip to data center and they highlight the role of silicon diversity and system-level co-design for scalable AI. Speirs observes that Helios completes the picture for deployment at scale and they describe how rack-scale systems support global data center rollouts. Vellante notes rising agentic AI compute demand and they discuss the need for FinOps and improved observability. The conversation covers rack-scale design, software-hardware integration, Radeon Open Compute abbreviated ROCm and open platforms, Azure AI Foundry and how ecosystem-first engineering enables workload portability, optimization and emerging distributed AI patterns. Key takeaways include the importance of silicon diversity and system-level co-design for scalable AI, the need for FinOps and observability to manage agentic AI compute demand, and the value of platform approaches such as Helios and Azure AI Foundry for deployment and workload portability. -design