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AMD on local AI: "this is the smallest AI development system in the world, capable of running models up to 200 billion parameters locally, not connected to anything" 128GB of unified memory shared by CPU, GPU, and NPU fits in your hand. Runs a model larger than GPT-3 with... show more

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What Lisa Su actually held on stage: A mini PC the size of a lunchbox running Qwen3-235B locally, with no cloud and no discrete GPU Inside: the Ryzen AI Max+ 395, 128GB unified memory, 110GB usable as VRAM on Linux The first x86 chip that handles 200+ billion parameters on a single die AMD claims it beats the RTX 5080 by several times on memory-bound models — because the 5080 simply cannot fit them $1,400 to $2,500 once. cloud bills run $200 to $400 a month It pays for itself in a few months, then costs nothing per request This is not a faster GPU. it is the first real argument that your AI does not belong in someone else's data center

What Lisa Su actually held on stage: A mini PC the size of a lunchbox running Qwen3-235B locally, with no cloud and no discrete GPU Inside: the Ryzen AI Max+ 395, 128GB unified memory, 110GB usable as VRAM on Linux The first x86 chip that handles 200+ billion parameters on a single die AMD claims it beats the RTX 5080 by several times on memory-bound models — because the 5080 simply cannot fit them $1,400 to $2,500 once. cloud bills run $200 to $400 a month It pays for itself in a few months, then costs nothing per request This is not a faster GPU. it is the first real argument that your AI does not belong in someone else's data center

plutos

1,230,922 Aufrufe • vor 23 Tagen

one half of this keynote sells you the cloud forever, the other half shows the chip that lets you stop renting it this is the other half, AMD's CEO holding the chip in her hand 00:00 - Lisa Su introduces the Ryzen AI Halo, a system built for local AI 00:29 - the line that matters, it runs models up to 200 billion parameters locally, not connected to anything 00:42 - a 200 billion parameter model, the tier of the top paid AI plans, on a desktop that fits in your hand so the cloud wants $200 a month, forever, for access you never own this is the box that runs the same class of model with nothing leaving the room that is the whole point of my breakdown, the $200 a month was never the intelligence, it was the meter and the meter just became optional most people will see a spec demo the part that matters is what it lets you stop paying for full breakdown below

one half of this keynote sells you the cloud forever, the other half shows the chip that lets you stop renting it this is the other half, AMD's CEO holding the chip in her hand 00:00 - Lisa Su introduces the Ryzen AI Halo, a system built for local AI 00:29 - the line that matters, it runs models up to 200 billion parameters locally, not connected to anything 00:42 - a 200 billion parameter model, the tier of the top paid AI plans, on a desktop that fits in your hand so the cloud wants $200 a month, forever, for access you never own this is the box that runs the same class of model with nothing leaving the room that is the whole point of my breakdown, the $200 a month was never the intelligence, it was the meter and the meter just became optional most people will see a spec demo the part that matters is what it lets you stop paying for full breakdown below

John Doe

25,960 Aufrufe • vor 24 Tagen

Qwen 3.6 35B running at over 100 tokens per second on my $5,399 MacBook Pro M5 Max. This is the best local AI model I have ever run. 128GB of unified memory. No cloud. No API costs. No rate limits. Just raw local inference at speeds I didn't think were possible on a laptop. This model is more intelligent than GPT 5 on benchmarks. Running locally. On a MacBook. For free after the hardware cost. I said local AI would never compete with frontier. I'm starting to rethink that. The gap is closing faster than anyone expected.

Qwen 3.6 35B running at over 100 tokens per second on my $5,399 MacBook Pro M5 Max. This is the best local AI model I have ever run. 128GB of unified memory. No cloud. No API costs. No rate limits. Just raw local inference at speeds I didn't think were possible on a laptop. This model is more intelligent than GPT 5 on benchmarks. Running locally. On a MacBook. For free after the hardware cost. I said local AI would never compete with frontier. I'm starting to rethink that. The gap is closing faster than anyone expected.

BridgeMind

62,800 Aufrufe • vor 1 Monat

$5,280 a year on AI subscriptions. Claude Max, ChatGPT Pro, Gemini, Cursor. $440 every month going to the cloud. a mini PC for $1,700 does the same thing on your desk. GMKtec EVO-X2 - a box the size of a hardcover book. inside it the chip that Lisa Su personally brought on stage at CES and signed with her name. 128GB of memory in one pool. runs models that cloud subscriptions behind $200 paywalls throttle during peak hours. here there are no limits - your hardware, your rules. NVIDIA's RTX 5080 at $1,000+ lost to this box by 3x on a real AI workload. a discrete GPU beaten by a mini PC the size of a lunchbox. electricity - $9 a month. pays for itself in 10 months. after that $440 every month stays in your pocket. the cloud made sense when nothing on a desk could compete. now it can.

$5,280 a year on AI subscriptions. Claude Max, ChatGPT Pro, Gemini, Cursor. $440 every month going to the cloud. a mini PC for $1,700 does the same thing on your desk. GMKtec EVO-X2 - a box the size of a hardcover book. inside it the chip that Lisa Su personally brought on stage at CES and signed with her name. 128GB of memory in one pool. runs models that cloud subscriptions behind $200 paywalls throttle during peak hours. here there are no limits - your hardware, your rules. NVIDIA's RTX 5080 at $1,000+ lost to this box by 3x on a real AI workload. a discrete GPU beaten by a mini PC the size of a lunchbox. electricity - $9 a month. pays for itself in 10 months. after that $440 every month stays in your pocket. the cloud made sense when nothing on a desk could compete. now it can.

Ventry

27,178 Aufrufe • vor 24 Tagen

JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

JENSEN HUANG JUST HELD UP A CHIP THAT KILLS YOUR ENTIRE AI BILL nvidia and microsoft just announced the rtx spark at computex. 1 petaflop of ai on a chip you can hold in one hand. 128gb unified memory. 20 core cpu. full nvidia stack. most people spend $200 a month on chatgpt, claude, midjourney and cursor. that is $2,400 a year renting intelligence from someone else. this chip runs all of it locally for $5 in electricity per month. developers are already offering local ai setups to small businesses for $500 a month. ten clients. $5,000 a month. one chip doing all the work. the people who move on this in 2025 will look very far ahead by 2027. save this now.

winkle.

16,657 Aufrufe • vor 1 Monat

THIS AI DEVELOPER RUNS 120B PARAMETER MODELS LOCALLY AND HIS MACBOOK PRO CAN’T EVEN OPEN THEM he bought a DGX Spark, gave it the model, went back to his desk by end of day the inference was done, tested, committed his team is still waiting for the cloud GPU queue to free up the only thing between them is 128GB of unified memory in a box smaller than your lunch one Spark is a datacenter node, two Sparks is your own cluster bookmark this and send it to whoever is still paying for cloud GPUs

THIS AI DEVELOPER RUNS 120B PARAMETER MODELS LOCALLY AND HIS MACBOOK PRO CAN’T EVEN OPEN THEM he bought a DGX Spark, gave it the model, went back to his desk by end of day the inference was done, tested, committed his team is still waiting for the cloud GPU queue to free up the only thing between them is 128GB of unified memory in a box smaller than your lunch one Spark is a datacenter node, two Sparks is your own cluster bookmark this and send it to whoever is still paying for cloud GPUs

leopardracer

85,470 Aufrufe • vor 1 Monat

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Nvidia announces the new RTX Spark, a new platform powered by the NX1 CPU, and shows off Spark laptops running 007 First Light and Forza 6. The CPU has 20 ARM based cores and a Blackwell RTX GPU with 6144 CUDA Cores. This is the same core count as a 5070, but with 128GB of unified LPDDR5X RAM memory sitting in the same package as the CPU and GPU. The entire Nvidia software stack is available, particularly CUDA, vital for AI. Nvidia's new laptops will likely be ideal for running local LLMs be cause the unified memory means you can load models up to 120-180B parameters (quantized). These laptops are expected to ship later this year and could become strong competitors to high-end MacBooks and even Mac Studios for local AI workloads, thanks to CUDA support and unified memory. Price is unannounced.

Grummz

30,573 Aufrufe • vor 1 Monat

NEW: Microsoft just unveiled its most powerful Surface ever. Surface Laptop Ultra is a 15-inch NVIDIA-powered laptop built to run local AI models, creative work, and gaming. • NVIDIA RTX Spark chip with up to 20 Arm CPU cores • Blackwell GPU with 6,144 CUDA cores • Up to 128GB unified memory • Runs up to 120B parameter AI models locally • 15-inch mini-LED display with 2,000 nits peak brightness • Dual-fan cooling with 2.5x the thermal capacity of Surface Laptop 7 This could be a serious AI workstation.

NEW: Microsoft just unveiled its most powerful Surface ever. Surface Laptop Ultra is a 15-inch NVIDIA-powered laptop built to run local AI models, creative work, and gaming. • NVIDIA RTX Spark chip with up to 20 Arm CPU cores • Blackwell GPU with 6,144 CUDA cores • Up to 128GB unified memory • Runs up to 120B parameter AI models locally • 15-inch mini-LED display with 2,000 nits peak brightness • Dual-fan cooling with 2.5x the thermal capacity of Surface Laptop 7 This could be a serious AI workstation.

Ritwik Pavan

93,378 Aufrufe • vor 1 Monat

i'm running a 397 billion parameter model on a amd ai max box that sits on my desk and pulls less power than a gaming laptop. the model is Nex-N2-Pro, 397B-A17B, the open weight release people are putting next to gpt-5.5 on coding. i have it quantized to IQ1_M, 1.75 bits per weight, 90gb of weights loaded into the 128gb of unified memory on amd's strix halo igpu. watch the gpu in this recording. it spikes, it sustains, it does not fall over. that is the part the spec sheets never show you, not just that a 400b model loads, but that an integrated graphics chip holds the load and generates token after token, stable, no crash, no thermal cliff. and it is not a slideshow. roughly 18 tokens a second, faster than you can read. a frontier scale model producing usable output, fully local. no datacenter, no rented h100s, no api key, no permission. three years ago a model this size meant a server room and a budget to match. tonight it is a quiet box on my desk. this is the accessible tier almost nobody benchmarks honestly, and it is further along than the timeline thinks. the full breakdown is coming, rocm vs vulkan on this chip, and this little amd box head to head against the nvidia equivalent. stay tuned.

i'm running a 397 billion parameter model on a amd ai max box that sits on my desk and pulls less power than a gaming laptop. the model is Nex-N2-Pro, 397B-A17B, the open weight release people are putting next to gpt-5.5 on coding. i have it quantized to IQ1_M, 1.75 bits per weight, 90gb of weights loaded into the 128gb of unified memory on amd's strix halo igpu. watch the gpu in this recording. it spikes, it sustains, it does not fall over. that is the part the spec sheets never show you, not just that a 400b model loads, but that an integrated graphics chip holds the load and generates token after token, stable, no crash, no thermal cliff. and it is not a slideshow. roughly 18 tokens a second, faster than you can read. a frontier scale model producing usable output, fully local. no datacenter, no rented h100s, no api key, no permission. three years ago a model this size meant a server room and a budget to match. tonight it is a quiet box on my desk. this is the accessible tier almost nobody benchmarks honestly, and it is further along than the timeline thinks. the full breakdown is coming, rocm vs vulkan on this chip, and this little amd box head to head against the nvidia equivalent. stay tuned.

Sudo su

31,780 Aufrufe • vor 23 Tagen

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below

starmex

976,915 Aufrufe • vor 25 Tagen

Introducing AMD Ryzen AI Halo, an Agent Computer built to make local AI development fast and simple. • Ryzen AI Developer Center pre-installed • Pre-optimized from first power on • Built to reduce setup friction • Designed for local AI development AMD Ryzen AI Halo brings AI from the cloud into the hands of developers with Ryzen AI developer center pre-installed and optimized from first power on, developers can hit the ground running.

Introducing AMD Ryzen AI Halo, an Agent Computer built to make local AI development fast and simple. • Ryzen AI Developer Center pre-installed • Pre-optimized from first power on • Built to reduce setup friction • Designed for local AI development AMD Ryzen AI Halo brings AI from the cloud into the hands of developers with Ryzen AI developer center pre-installed and optimized from first power on, developers can hit the ground running.

AMD

25,880 Aufrufe • vor 1 Monat

✨ Personal AI is the next computing platform. AI is shifting from something you access to something you build with, locally, at the edge, and across systems. We’re unlocking new possibilities for developers: • AMD Ryzen AI Halo, a local-first developer system, preorder starting in June, develop AI without limits on your desk • Gorgon Halo with up to 192GB unified memory, supporting 300B+ parameter models locally, run massive models locally We’re excited to partner with clem 🤗🤗, Co-founder and CEO of Hugging Face, to advance open-source AI for Ryzen AI. Our focus is seamless AI, from model to deployment. Cloud, edge, device. One continuum. Multi-agent systems, local inference at scale, open models as infrastructure. This is the next computing era 🚀

✨ Personal AI is the next computing platform. AI is shifting from something you access to something you build with, locally, at the edge, and across systems. We’re unlocking new possibilities for developers: • AMD Ryzen AI Halo, a local-first developer system, preorder starting in June, develop AI without limits on your desk • Gorgon Halo with up to 192GB unified memory, supporting 300B+ parameter models locally, run massive models locally We’re excited to partner with clem 🤗🤗, Co-founder and CEO of Hugging Face, to advance open-source AI for Ryzen AI. Our focus is seamless AI, from model to deployment. Cloud, edge, device. One continuum. Multi-agent systems, local inference at scale, open models as infrastructure. This is the next computing era 🚀

Jack Huynh

47,611 Aufrufe • vor 1 Monat

THE CHINESE INSTALLED 6 AI AGENTS RUNNING 24/7 FOR $11 A MONTH. THE BOX UNDER ONE DESK REPLACED $1,200 IN CLOUD SUBSCRIPTIONS. The Minisforum MS-S1 Max ships with 128GB of unified memory shared between CPU and GPU. Qwen3-Coder 30B runs at 40 to 50 tokens per second. 6 agents run simultaneously without anyone watching the meter. An inbox sorter drafts replies every 15 minutes. A research monitor watches 30+ feeds and lands a digest by 7 AM, a job that costs $15 to $20 a day on cloud APIs. The same stack on cloud subscriptions ran $800 to $1,200 a month. The hardware costs $3,000 once. Break-even hits month 3 to 4. The real shift is behavior, not savings. A meeting prep agent never would have justified per-token cost. Running it free overnight made it obvious.

THE CHINESE INSTALLED 6 AI AGENTS RUNNING 24/7 FOR $11 A MONTH. THE BOX UNDER ONE DESK REPLACED $1,200 IN CLOUD SUBSCRIPTIONS. The Minisforum MS-S1 Max ships with 128GB of unified memory shared between CPU and GPU. Qwen3-Coder 30B runs at 40 to 50 tokens per second. 6 agents run simultaneously without anyone watching the meter. An inbox sorter drafts replies every 15 minutes. A research monitor watches 30+ feeds and lands a digest by 7 AM, a job that costs $15 to $20 a day on cloud APIs. The same stack on cloud subscriptions ran $800 to $1,200 a month. The hardware costs $3,000 once. Break-even hits month 3 to 4. The real shift is behavior, not savings. A meeting prep agent never would have justified per-token cost. Running it free overnight made it obvious.

Lummox

14,093 Aufrufe • vor 18 Tagen

“BRIAN, IT CANT BE DONE” Done: A low resolution holographic of the entire corpus of online information. A fully local AI with no Internet Connection running on 4 models back, iPhones. Next up YOUR AI trained on YOUR local data, to become an active part of your life.

“BRIAN, IT CANT BE DONE” Done: A low resolution holographic of the entire corpus of online information. A fully local AI with no Internet Connection running on 4 models back, iPhones. Next up YOUR AI trained on YOUR local data, to become an active part of your life.

Brian Roemmele

269,226 Aufrufe • vor 8 Monaten

A company wants to pay you to put a $300,000 PC on your front lawn. His gut says that thing's getting stolen GTA style. He bought a $2,999 version instead. Fits on a desk. Runs the same AI workloads. Costs $10/month in electricity. 16 NVIDIA GPUs on your lawn, their compute, your property, their revenue. DGX Spark on your desk, your compute, your property, your revenue. He was spending $1,900/month renting cloud GPUs for client AI work. Fine-tuning models, running 70B assistants, processing document batches. The box does all of it locally. $10/month. Nothing billable. Nothing leaving the building. Break-even in 6 weeks. $22,000 saved in year one. The lawn option comes with free internet and a cheaper power bill. His option came with $22,000.

A company wants to pay you to put a $300,000 PC on your front lawn. His gut says that thing's getting stolen GTA style. He bought a $2,999 version instead. Fits on a desk. Runs the same AI workloads. Costs $10/month in electricity. 16 NVIDIA GPUs on your lawn, their compute, your property, their revenue. DGX Spark on your desk, your compute, your property, your revenue. He was spending $1,900/month renting cloud GPUs for client AI work. Fine-tuning models, running 70B assistants, processing document batches. The box does all of it locally. $10/month. Nothing billable. Nothing leaving the building. Break-even in 6 weeks. $22,000 saved in year one. The lawn option comes with free internet and a cheaper power bill. His option came with $22,000.

Superior

34,445 Aufrufe • vor 1 Monat

💥AI is no longer confined to the cloud. At Computex, Jack Huynh showcased the AMD Ryzen AI Halo and Ryzen AI Max PRO 400 Series processors. The next wave of innovation will be built, trained, and run locally. As AI evolves from chatbots to intelligent agents, developers and enterprises need the performance, memory capacity, and flexibility to bring these experiences to life directly on the device. ⚡ Ryzen AI Halo enables local AI development with support for models up to 200B parameters, up to 128GB of unified memory, ROCm optimization, and Windows + Linux support. ⚡ Ryzen AI Max PRO 400 Series combines AI, graphics, and compute in a single architecture, delivering workstation-class performance for next-gen Agent Computers and AI PCs. Some of the most impactful AI experiences will happen right at your desk, where latency, privacy, and control matter most. We're just getting started.

💥AI is no longer confined to the cloud. At Computex, Jack Huynh showcased the AMD Ryzen AI Halo and Ryzen AI Max PRO 400 Series processors. The next wave of innovation will be built, trained, and run locally. As AI evolves from chatbots to intelligent agents, developers and enterprises need the performance, memory capacity, and flexibility to bring these experiences to life directly on the device. ⚡ Ryzen AI Halo enables local AI development with support for models up to 200B parameters, up to 128GB of unified memory, ROCm optimization, and Windows + Linux support. ⚡ Ryzen AI Max PRO 400 Series combines AI, graphics, and compute in a single architecture, delivering workstation-class performance for next-gen Agent Computers and AI PCs. Some of the most impactful AI experiences will happen right at your desk, where latency, privacy, and control matter most. We're just getting started.

AMD

23,943 Aufrufe • vor 1 Monat

Your cloud agent runs $10–20 a day. This box runs OpenAI's 120B model for $0. Same workload. It just sits in a closet on AMD silicon. A Minisforum mini PC, Strix Halo, 128GB unified memory. The model lives entirely on-device. 56 tokens a second. No API key. Nothing leaves the network. Cloud only handles the exceptions now. Claude or OpenAI by routing, not by default. Everyone calls this "free." Wrong word. It's not free. It's owned. The bill just stops existing. The cloud was never the only option. It was the default nobody bothered to question.

Your cloud agent runs $10–20 a day. This box runs OpenAI's 120B model for $0. Same workload. It just sits in a closet on AMD silicon. A Minisforum mini PC, Strix Halo, 128GB unified memory. The model lives entirely on-device. 56 tokens a second. No API key. Nothing leaves the network. Cloud only handles the exceptions now. Claude or OpenAI by routing, not by default. Everyone calls this "free." Wrong word. It's not free. It's owned. The bill just stops existing. The cloud was never the only option. It was the default nobody bothered to question.

RetroChainer

13,925 Aufrufe • vor 20 Tagen

THE MS-A2 IS THE MINISFORUM BOX HERMES AGENT WAS NEVER MEANT TO RUN ON, AND THAT'S BY DESIGN The MS-S1 MAX earns its spot running Hermes Agent because of one thing. 128GB of unified memory, up to 96GB of it handed straight to the GPU. That's the only reason a 120B model fits and runs locally for $0 a month The MS-A2 solves a different problem. Ryzen 9 9955HX, 16 cores, 32 threads, up to 96GB of regular DDR5-5600, no unified pool Three M.2 PCIe 4.0 slots, one U.2, two 22110. Dual 10Gbps SFP+ LAN plus 2.5G. WiFi 6E. Bluetooth 5.3. A slide-out motherboard for fast upgrades. A real PCIe x16 slot that actually takes a low-profile GPU That last part is where the two machines split for good. The MS-S1 MAX's PCIe slot won't take a GPU at all, every bit of GPU power has to come from the unified chip itself. The MS-A2 trades that unified memory trick for raw expandability instead One box runs a local AI agent. The other runs a home lab that needs storage, networking, and room to grow. Minisforum built both on purpose, not as the same product wearing two names

NO1ennn

25,119 Aufrufe • vor 18 Tagen

$AMD will become a multi-trillion dollar company. The AI boom is no longer just about GPUs. In early AI data centers, the CPU-to-GPU ratio was around 1:8. Now it’s moving closer to 1:1 because agentic AI requires dramatically more CPU compute. Lisa Su: “Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.” Add to that the 6GW AI infrastructure deals with $META and OpenAI, plus deep collaboration on multiple future chip generations, and it becomes clear why $AMD is positioned to compound for years. I’m not chasing $AMD here after a +110% move in just over a month. But the long-term story remains intact.

$AMD will become a multi-trillion dollar company. The AI boom is no longer just about GPUs. In early AI data centers, the CPU-to-GPU ratio was around 1:8. Now it’s moving closer to 1:1 because agentic AI requires dramatically more CPU compute. Lisa Su: “Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.” Add to that the 6GW AI infrastructure deals with $META and OpenAI, plus deep collaboration on multiple future chip generations, and it becomes clear why $AMD is positioned to compound for years. I’m not chasing $AMD here after a +110% move in just over a month. But the long-term story remains intact.

Daniel

39,585 Aufrufe • vor 2 Monaten