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 (even if 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 something that still doesn’t really work that well outside of very specific use cases.