AMD (AMD) investor relations material

Vision for the future of AI and computing

• AI is becoming as fundamental as electricity, integrating intelligence into everyday tools and experiences.

• AI is shifting from being a tool to a partner, enabling individuals to achieve more with fewer resources.

• The rise of agentic AI allows autonomous agents to plan, act, and collaborate, multiplying individual productivity.

• AI's rapid advancement is driving unprecedented demand for compute power, with token consumption projected to reach 120 quadrillion per month by 2030.

• The next era is defined by personal AI: intelligence that is local, private, and context-aware, fundamentally changing the PC experience.

Technological advancements and product launches

• Strix Halo and Ryzen AI Halo enable running large AI models (up to 300 billion parameters) locally, eliminating per-token cloud costs.

• New laptops and workstations, such as the HP ZBook and Threadripper Halo Station, deliver supercomputer-class AI performance on personal devices.

• Project Zenith offers a ready-to-code Windows environment optimized for AI development, available out-of-the-box on Ryzen AI Halo.

• Demonstrations showed complex AI workloads, like forensic analysis and content creation, running locally on high-end hardware.

• Unified memory and efficient NPUs are key to supporting large models and sophisticated AI workloads on personal devices.

Industry partnerships and ecosystem development

• Deep collaboration with Microsoft is advancing the Windows PC into a platform for secure, agentic AI experiences.

• SUSE partnership enables seamless scaling from local development to enterprise production, emphasizing openness and choice.

• Open ecosystems allow businesses and developers to adapt to rapid changes in models, frameworks, and hardware.

• Unified pools of AI compute across workstations, data centers, and edge devices are envisioned for future scalability.

• Commitment to privacy, user control, and trust is central as AI becomes more personal and integrated.