5/
AI PCs are noise in most headlines, but Ryzen AI is actually selling.
+50% QoQ notebook sell-through
+80% YoY commercial design wins
HP, Lenovo, Asus — all in.
Does it matter long-term? TBD. But ...
6/
The missing piece? Software.
ROCm isn’t CUDA. But it’s catching up. Fast.
Bi-weekly updates. 2M+ Hugging Face models supported.
LLaMA 4, Gemma, DeepSeek — all Day-0.
This used to be AMD’s moat problem. Less so now.
The missing piece? Software.
ROCm isn’t CUDA. But it’s catching up. Fast.
Bi-weekly updates. 2M+ Hugging Face models supported.
LLaMA 4, Gemma, DeepSeek — all Day-0.
This used to be AMD’s moat problem. Less so now.
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