AMD's latest AI PC push

At CES, AMD announced its new Ryzen AI Max processor aimed at portable devices, boasting over 150 designs in collaboration with OEMs like Lenovo, and highlighted a partnership with Dell to expand its market presence. Additionally, AMD unveiled new gaming desktop processors that are claimed to be 20% faster than Intel’s offerings, intensifying competition in both the AI and gaming sectors against rivals like Intel and NVIDIA.

At CES, AMD has made significant announcements regarding its latest AI PC initiatives, particularly highlighting its new AI chip called the Ryzen AI Max processor. This chip is designed for portable devices like laptops and is part of AMD’s strategy to compete in the growing AI market. AMD claims that it will have over 150 computer designs available in collaboration with original equipment manufacturers (OEMs) such as Lenovo, surpassing Qualcomm’s earlier announcement of 100 designs.

Despite some speculation about the absence of CEO Lisa Su at the event, AMD’s presentation was led by a senior vice president, which was pre-planned. The company also announced its first commercial expansion with Dell, indicating a new partnership that will integrate AMD’s technology into Dell’s offerings. This move is seen as a significant step for AMD in expanding its market presence.

In addition to the AI chip announcements, AMD unveiled new gaming desktop processors, boasting that their gaming chips are 20% faster than Intel’s best offerings. This claim was made during the presentation, which included a direct jab at Intel, highlighting AMD’s competitive edge in the gaming sector. Following these announcements, Intel’s stock saw a decline, contrasting with the overall positive performance of the chip sector.

The video also touches on NVIDIA’s upcoming announcements at CES, with expectations for updates on their gaming processors and potential news regarding their Blackwell production. NVIDIA is anticipated to provide insights into their GPU developments and possibly introduce an AI CPU specifically designed for computers, marking a shift in their focus from GPUs to CPUs.

Overall, AMD’s announcements at CES reflect its commitment to advancing AI technology in portable devices and strengthening its position in the gaming market. The competitive landscape among chip manufacturers is intensifying, with AMD and NVIDIA both vying for leadership in AI and gaming technologies, which are critical areas for growth in the tech industry.