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AMD’s Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI’s CPU Surge β€˜Largely Additive’ to Accelerator Demand

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

During her firm's fourth quarter earnings call, AMD CEO Dr. Lisa Su discussed the company's AI growth, the impact of agentic AI on her firm's business and competition in the AI CPU market. AMD's earnings call comes at a time when CPUs are believed to be playing a crucial role in the AI industry due the growth in agentic AI workloads. AMD's larger rival Intel saw its shares close 23% higher last month following its earnings report which saw a major profit beat and CEO Lip-Bu Tan explain the importance of CPUs in today's world. AMD CEO Discusses CPU Market […]

Read full article at https://wccftech.com/amds-lisa-su-pushes-back-on-gpu-cannibalization-fears-calling-agentic-ais-cpu-surge-largely-additive-to-accelerator-demand/

AMD Warns PC & Gaming Demand Will Decline In H2 As Memory Price Surge Squeezes Consumers Out Of Market

AMD Warns PC & Gaming Demand Will Crater In H2 As Memory Price Surge Squeezes Consumers Out Of Market

AMD expects that overall PC and Gaming demand will decline in the second half of this year due to rising memory and component prices. RAMpocalypse Is The Primary Reason Why PC and Gaming Demand Will Decline In The Second Half of This Year, Says AMD In its Q1 2026 earnings, AMD's Client and Gaming segment saw a 23% increase in revenue versus the prior year, reaching $3.94 billion, while declining 9% versus the previous quarter. AMD states that its client side, which includes desktop and laptop segments, saw great traction through a strong portfolio of products, which includes its latest […]

Read full article at https://wccftech.com/amd-warns-pc-gaming-demand-will-decline-in-h2-as-memory-prices-surge/

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD's MI450 GPUs are now being sampled to customers, and there's already huge interest in the MI500 series within AI Inference data centers. Customers Are Lining Up To Deploy AMD's MI450 GPUs As Sampling Begins, Next-Gen MI500 Also Gains Traction In The "AI Inferencing" Segment During the Q1 2026 earnings call, AMD CEO Dr. Lisa Su confirmed that they have started sampling the first Instinct MI450 GPUs to "lead" customers, and the chips remain on track for deployments at various data centers in the Helios rack, which will see production shipments commence in the second half of this year. Several […]

Read full article at https://wccftech.com/amd-sampling-mi450-gpus-engaged-with-customers-on-mi500-largest-ai-deployments-are-for-inference/

AMD Doubles Server CPU Forecast to $120 Billion as Agentic AI Rewrites Demand, CEO Says EPYC Verano Built Purely For AI

AMD has just announced its earnings for Q1 2026, posting a record revenue of $10.3 billion driven by strong demand for its EPYC CPUs & Instinct accelerators in the AI segment. AMD Delivers An Outstanding Q1 2026, Driven By Strong Sales of EPYC CPUs & Instinct Accelerators While Tackling Supply Constraints In The Agentic AI Era AMD's CEO outlined an "outstanding" first quarter for the company, with revenue of $10.3 billion, a 38% increase versus the previous year. This growth was driven mainly by strong demand in the data center and AI segments, which were up 7% year over year […]

Read full article at https://wccftech.com/amd-doubles-server-cpu-forecast-to-120-billion-as-agentic-ai-rewrites-demand-ceo-says-epyc-verano-built-purely-for-ai/

AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027

AMD's Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027 1

AMD's immense success for its CPUs and GPUs in the AI segments will be a key driver for the company in the current year & the years ahead. AMD Is Expected To Ship Nearly 1.9 Million AI GPUs By 2027, While It's Share In China Will Be Larger Than NVIDIA's Intel, gaining momentum this quarter, thanks to Agentic AI's reliance on CPUs, has given us a teaser of what to expect from AMD's upcoming earnings. As per UBS, AMD isn't as constrained as Intel in the CPU segment and is anticipated to grow its Server CPU revenue by 80% this […]

Read full article at https://wccftech.com/amd-server-cpu-revenue-to-surge-80-percent-2026-estimated-1-9m-ai-gpus-shipping-by-2027/

AMD’s Entry-Level Ryzen AI 5 435G Matches Ryzen 5 8600G in Leaked Benchmark, Despite Running Well Below Its Boost Clock

AMD's Entry-Level Ryzen AI 5 435G Already Matches the Ryzen 5 8600G in Leaked Benchmark, Despite Running Well Below Its Boost Clock

AMD's upcoming Ryzen AI 5 435G Desktop APU has leaked out, showcasing benchmark performance similar to Ryzen 8000G APUs. AMD Ryzen AI 400 Desktop APUs Bring The Latest Architectures To AM5 Platforms, Ryzen AI 5 435G Shows Similar Performance As 8600G The AMD Ryzen AI 400 Desktop APUs will be launching soon, bringing up to 8 "Zen 5" CPU cores, up to 8 "RDNA 3.5" GPU cores, and a 50 TOPS NPU. They don't feature the higher-end Strix/Gorgon specifications such as up to 12 "Zen 5" CPU cores, and 16 RDNA 3.5 GPU cores, but they do feature a modern […]

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AMD Ryzen AI MAX+ 495 β€œGorgon Halo” Leak Smokes Strix Halo by 10%, Packs 192GB Memory and Radeon 8065S

The image showcases the AMD Ryzen AI MAX+ PRO 495 chip with the 'MAX 400' emblem against a decorative background.

AMD's next-generation Halo flagship, the Ryzen AI MAX+ 495, has leaked out, featuring a 10% bump in performance & a new Radeon 8065 iGPU. AMD Ryzen AI MAX+ 495 Is The Flagship Gorgon Halo APU, Rocks 16 "Zen 5" Cores & Radeon 8065S GPU Earlier this year, we reported that AMD was working on a new Halo family called Ryzen AI MAX 400, and codenamed Gorgon Halo. Just like Strix Point to Strix Halo, Gorgon Halo will offer similar architectures as Gorgon Point "Ryzen AI 400" SoCs, but elevate the configurations with more cores, beefier GPU, and lots of memory […]

Read full article at https://wccftech.com/amd-ryzen-ai-max-495-gorgon-halo-leak-192gb-memory-radeon-8065s/

Ryzen 9 PRO 9965X3D CPU Leak Points To AMD’s First 16-Core β€œPRO” CPU With 3D V-Cache

Ryzen 9 PRO 9965X3D CPU Leak Points To AMD's First 16-Core "PRO" CPU With 3D V-Cache

AMD seems to be preparing its first PRO CPU with 16 "Zen 5" cores & 3D V-Cache, the Ryzen 9 PRO 9965X3D. AMD's Ryzen PRO Lineup Used To Max Out at 12-Cores, But That Changes With The Upcoming 16-Core Ryzen 9 PRO 9965X3D AMD Ryzen PRO Desktop CPUs are designed for professionals, content creators, and AI users. These chips come with advanced security, manageability, and stability versus the standard chips. For a long time, AMD's Ryzen PRO family has featured up to 12-core models, but it looks like the company is about to release its fastest chip to date. On […]

Read full article at https://wccftech.com/ryzen-9-pro-9965x3d-cpu-leak-amd-first-16-core-pro-cpu-with-3d-v-cache/

AMD Finally Cracks HDMI 2.1 On Linux After Years Of Forum Lockout, Thanks To Valve’s Quiet Push

Tux, the Linux mascot, is next to the text 'HDMI 2.1' and an HDMI cable on a dynamic blue and red background.

AMD has taken a major step toward enabling native open-source HDMI 2.1 support on Linux by submitting new patches for its AMDGPU driver. AMD Moves Closer to Open-Source HDMI 2.1 Support on Linux With New AMDGPU FRL Patches It appears that the HDMI 2.1 support is finally arriving to Linux as AMD has submitted the new Fixed Rate Link (FRL) patches for its AMDGPU driver. This has been one of the longest-standing limitations that affected Radeon GPUs on the platform. There have been years of restrictions tied to the HDMI Forum (Org behind the HDMI standard) policies that prevented upstream […]

Read full article at https://wccftech.com/amd-finally-cracks-hdmi-2-1-on-linux-after-years-of-forum-lockout/

Agentic AI Pushes CPUs to Pack 400 GB of Memory, 4x More Than Today, as DRAM Shortage Spirals Toward 2027

CPUs or GPUs, but require lots of memory for running Agentic AI, and this demand is spiraling to unseen levels as DRAM constraints persist. CPUs Running Agentic AI Will Be Equipped With Up to 400 GB of Memory, Further Crushing The DRAM Supply Chain Memory makers are earning big profits but are also unable to meet the demand. We have seen reports on how major manufacturers are rapidly expanding their production facilities, but these are yet to become operational, and Samsung itself has stated that 2027 will be worse for the DRAM industry than 2026, so it's looking like a […]

Read full article at https://wccftech.com/agentic-ai-pushes-cpus-to-pack-400-gb-of-memory-4x-more-than-today/

Intel & AMD Work On APX, The Next Major Step In The Evolution of x86 Architectures, Adds More Performance Without Requiring More Die Area & Power

Intel & AMD Work On APX, The Next Major Step In The Evolution of x86 Architectures, Adds More Performance Without Requiring More Die Area & Power

APX or Advanced Performance Extensions are the next evolution of x86 as Intel & AMD co-develop new standards for the architecture. APX Expands the x86 Instruction Set, Bringing Faster Performance & New Features That Will Benefit Both Intel and AMD's Next-Gen Chips Two days ago, we talked about ACE (AI Compute Extensions), which is a unified instruction set that aims to increase matrix-multiply performance for next-gen x86 chips. ACE is just one part of the grander scheme in which both Intel and AMD are working together to evolve the x86 architecture under a single unified framework through the recently established […]

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AMD Aims Ryzen AI Halo Mini PC at NVIDIA’s $4,699 DGX Spark, Targets June Launch With Ryzen AI MAX+ 395

A compact device with a textured surface featuring the AMD logo on the front, placed on a marble table next to a keyboard.

AMD's powerful Ryzen AI Halo Mini PC is reportedly launching in June and features the top Ryzen AI MAX+ 395 SoC. AMD's Powerful & Compact "Ryzen AI Halo" Mini PC Is Expected To Launch Next Month AMD recently hosted its AI Dev Day in San Francisco, where it once again showcased the Ryzen AI Halo Mini PC. A Reddit user, 1ncehost, has posted pictures from the event where Jack Hyuh was holding in the Mini PC, and based on the information, AMD is expected to launch the Mini PC in June, which is next month. The company didn't state any […]

Read full article at https://wccftech.com/amd-aims-ryzen-ai-halo-mini-pc-at-nvidia-dgx-spark-targets-june-launch/

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