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 it’s margin-positive now.
Discussion
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.
7/
Acquisition of ZT Systems plugs the final gap:
Full rack-scale systems — CPUs + GPUs + networking.
Think Nvidia DGX competitor — but modular.
ZT gives AMD the vertical muscle to sell full AI infrastructure to hyperscalers.
8/
What matters:
→ Turin is already delivering
→ MI325X is ramping
→ MI350 is sampling
→ ROCm is working
→ ZT is the enabler
This is no longer “wait for next gen.”
They’re in market. And in motion.
9/
Still early. Nvidia’s CUDA + Blackwell + market capture is real.
But AMD isn’t just playing catch-up.
They’re building something that fits the post-monopoly stack.