Rui Carmo
Oh boy. I’m betting this wasn’t on AMD’s bingo card for 2025, especially now that their Ryzen AI Max APUs are making a splash with things like the Framework Desktop and because the “Intel x86 RTX SoCs” really sound like a direct challenge to AMD’s APU line.
If you had any doubts about where the PC market is going, this should put them to rest. Apple’s M-series chips may have changed the game, but the rest of the industry is clearly doubling down on catching up, even if they have to do chiplet/SoC-style integration (with high bandwidth exchanges via NVLink) instead of entirely new unified memory designs.
Of course the AI datacenter angle is interesting as well, but I am much more invested in seeing how edge and client devices evolve in the next few years than in watching people burn money on massive server farms because of AI.