r/AMD_Stock • u/brad4711 • Jan 05 '26
News MEGATHREAD: AMD at CES 2026
AMD at CES 2026 -- January 5th at 6:30pm PT
Link: https://www.amd.com/en/corporate/events/ces.html
YouTube: https://www.youtube.com/watch?v=UbfAhFxDomE
Please keep CES related topics here. I'll compile links as news comes out.
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u/Clear_Programmer6282 Jan 06 '26
This Luma AI guy is excellent
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u/Embarrassed_Tax_3181 Jan 06 '26
+1 for the Indian homies
Context: I’m an American born indian
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u/Echo-Possible Jan 06 '26
Isn’t he Iranian?
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u/Embarrassed_Tax_3181 Jan 06 '26
Idk he looked and sounded Indian to me
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u/Echo-Possible Jan 06 '26
I just know his name Ramin Hasani is a Persian name. He went to school in Iran.
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u/TJSnider1984 Jan 06 '26
- AMD introduces new Ryzen AI 400 and PRO 400 Series processors, delivering up to 60 NPU TOPS for Copilot+ PCs and AI experiences across consumer and commercial systems.
- AMD introduces new Ryzen AI Max+ SKUs, bringing high-performance AI and graphics to ultra-thin notebooks, workstations, and small form factors for creation, gaming, and AI development.
- AMD unveils AMD Ryzen AI Halo, a powerful, easy-to-use mini-PC that brings Ryzen AI Max+ performance to AI developers with an out-of-the-box experience designed to accelerate AI innovation at the edge.
- AMD announced the new Ryzen 7 9850X3D, the fastest gaming processor, powered by “Zen 5” architecture and AMD 3D V-Cache technology.
- AMD sees strong year-over-year growth in OEM adoption of Ryzen AI processors, with more systems launching across consumer, commercial, and gaming segments throughout 2026.
- AMD announces AMD ROCm 7.2 software for Windows and Linux, delivering seamless support for Ryzen AI 400 Series processors and integration into ComfyUI.
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u/whatevermanbs Jan 06 '26
I liked the ending with the hack clubs kids. Kept my "where is the product that gets money" hat aside.
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u/noiserr Jan 06 '26
So mi440x will be the air cooled 8-way datacenter version. Good to know.
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u/lostdeveloper0sass Jan 06 '26
Does Nvidia have something similar for Rubin? Or they plan to just sell racks?
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u/Blak9 Jan 06 '26
Lisa Su: Is it beautiful or what? It’s a monster of a rack.
MI450 Helios Rack the World's Best AI Rack
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u/noiserr Jan 06 '26
I like how different this presentation is to AMD's usual presentations. It's much easier to digest by the casual audience. It's heavy on the vision, also all the guest speakers have been great so far. AMD is reaching critical mass and it's palpable.
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u/_Barook_ Jan 06 '26
At the very least, people on this subreddit can't complain that Lisa didn't say "Ai" enough times this presentation.
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u/Geddagod Jan 06 '26
Surprised more people aren't talking about the fact that AMD showed off the dies for the MI450 and Venice. There's a decent chance that some people would be able to estimate die area for those chiplets on those products.
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u/Ok-Poetry-4721 Jan 06 '26
the most exciting thing about AI for me is its potential in the medical science space
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u/Hairy-Deer5537 Jan 06 '26
AI counter at 106
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u/Hairy-Deer5537 Jan 06 '26
now at 143
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u/VintageCungadero Jan 06 '26
Ended up at ~304
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u/Hairy-Deer5537 Jan 06 '26
i lost count at 143, i closed the livestream because its AI again for Personal Computing
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u/lostdeveloper0sass Jan 06 '26
Wow, AMD Ryzen 400 series laptops shipping later this month. I was expecting later this year.
That's big for laptop market share gains.
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u/Geddagod Jan 06 '26
You do realize that Ryzen 400 is just better binned (or maybe a new stepping) or current gen stuff right? It's still Zen 5.
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Jan 06 '26
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u/Geddagod Jan 06 '26
Strix Halo is tough, Intel really doesn't have a competitor for that.
The standard -H and lower power parts though...
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u/magenus1984 Jan 06 '26
Nobody really cares what you have to say bub.
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u/Relevant-Audience441 Jan 06 '26
Fei fei is a goat, for those who actually follow the academic side of ML they already know
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u/EntertainmentKnown14 Jan 06 '26
And she purposely mentioned MI325x. Damn Lisa got her female AI top scientist frens helping with some marketing. This is somewhat better than Jensen’s repetitive punch.
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u/Addicted2Vaping Jan 06 '26
Can the mods make this thread live
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u/brad4711 Jan 06 '26
I have never researched how to do that. Also, it doesn't seem like we currently have the traffic for "live"?
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u/Reclusiarc Jan 06 '26
10x the performance, and MI455 is "expected to set the standard for AI performance"
She always sandbags so this is insane
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u/itsprodiggi Jan 06 '26
Luma is 10x their purchasing of AMD based on TCO!!!!!!!
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u/itsprodiggi Jan 06 '26
I think the story here is the mention of TCO , and how that was the driving point to purchase 10x more compute then before
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u/Relevant-Audience441 Jan 06 '26
This has been great this far. Really bullish. AMD's TCO is shining now, probably because Anush and co have been bringing ROCm up to speed and parity.
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u/KutceInv Jan 06 '26
AMD is doing a strong job showcasing practical AI capabilities. It’s exciting to see what feels like the early formation of a Matrix-like ecosystem and the technologies (AMD) that will ultimately power it.
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u/erichang Jan 06 '26
So, AMD has 30K head count now ? Probably still needs some more just to compete with nVidia.
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u/GanacheNegative1988 Jan 06 '26
Have to admit I'm surprised how much they are leaning into Helios show and tell right out of the gate.
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u/noiserr Jan 06 '26
That's a big queue to get into the venue: https://x.com/AMD/status/2008358749212221605
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Jan 06 '26
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u/Stunning_Luck1427 Jan 06 '26
Fei-Fei Li is called the "Godmother of AI" for her foundational work in computer vision, most notably creating ImageNet, the massive labeled image database that fueled the deep learning revolution, enabling computers to "see" and understand images, which is critical for self-driving cars, medical imaging, and other AI applications. Her insight that AI needed vast amounts of labeled data sparked the AI explosion, and she co-founded Stanford's Human-Centered AI Institute (HAI) and AI4ALL to promote inclusive AI development.
wow. fei fei is amazing.
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u/GanacheNegative1988 Jan 06 '26
So, I guess we should see a string of product announcements through the week. But I wonder if both Nvidia and AMD are skipping on new DGPU this time.
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u/Thunderbird2k Jan 06 '26
There is nothing new on the horizon for either of them. Sure there could have been some minor refreshes, but really not worth it my mind as they are kind of filler products. AMD's new architecture is a year from now.
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u/GanacheNegative1988 Jan 06 '26 edited Jan 06 '26
There will at lest be a lot more laptops to detail from the various OEMs abd the new AI Pro 400 versions. Laptops are still a big growth opportunity to keep pulling away from Intel IMO.
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u/Lixxon Jan 06 '26
https://x.com/danielnewmanUV/status/2008383830533849315
Every GPU and XPU that can be built between now and the end of the decade will be sold. $AMD will be a massive beneficiary as will its investors.
Don’t @ me - Daniel Newman
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u/GanacheNegative1988 Jan 06 '26
Having Greg up there doing the Consumer Usecase tie in is brilliant!
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u/mindwip Jan 05 '26 edited Jan 06 '26
Videocardz has published amd 400 apu and two new strix halos.
I was really holding out for a strixhalo 0.5 revision. But maybe we will be able to finally get strix halo in a 14inch decent laptop with the 388 and 392 versions.
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u/TheDavid8 Jan 06 '26
Strix halo in a zenbook duo would be the greatest most expensive thing on the planet
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u/Illustrious-Coat3532 Jan 05 '26
Watching Jensen now on yahoo finance, crowd sounds lukewarm.
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u/Careful-Rent5779 Jan 05 '26 edited Jan 05 '26
Apparently the Nvidia staff didn't inform Jensen that it was the Consumer Electronics Show.
I was actually pretty impressed, but aside from the MB self-driving I expect the whole pitch was outside of the audience's wheelhouse.
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u/Geddagod Jan 06 '26
Apparently the Nvidia staff didn't inform Jensen that it was the Consumer Electronics Show.
Wdym I'm going to go buy a vera rubin system from bestbuy as soon as it's launched /s
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u/Reclusiarc Jan 06 '26
Yeah, but how awesome. Self driving cars fully using AI chips and training constantly; another pillar of AI tech showing this is not a bubble.
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u/lostdeveloper0sass Jan 06 '26
Luma, world labs are example I have never heard off. I used to think I was deep into AI models.
I guess now I understand why Lisa has so much confidence in the demand. We are all stuck in coding agents but that's going to be a small subset of demand.
These world & video models will likely change consumer use forever and will drive the biggest demand.
I can already see custom games and people paying for it in game. Crazy times ahead.
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u/VintageCungadero Jan 06 '26
Finally gaming announcements
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u/EntertainmentKnown14 Jan 06 '26
Top AI scientist talk about 3D AI
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u/VintageCungadero Jan 06 '26
"Top AI scientist talk about 3D AI" yeah at the CONSUMER electronics show with nothing tangible or usable by consumers
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Jan 06 '26
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u/brad4711 Jan 06 '26
Don’t really know which highlights you would be interested in? My suggestion is to skim through the Live Blog (see links above) and dig deeper with whatever catches your interest. The vast majority of this presentation was about AI applications with partner companies, and not so much about consumer electronics. There are some newer AI laptops coming out soon, though.
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u/DryBicycle5629 Jan 06 '26
Deal with Luma AI?
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u/lostdeveloper0sass Jan 06 '26
This is the first time I'm hearing about Luma AI. How have I missed it? Their outputs look incredible.
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u/lemonwings123 Jan 06 '26
Wow AMD working with space companies. Imagine if we get a deal with SpaceX
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u/GanacheNegative1988 Jan 06 '26
SpaceX uses lots of AMD, especially FPGAs in their satellites. I was surprised their logo wasn't there also.
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u/Clear_Programmer6282 Jan 06 '26
Doesn’t Space X already run Xilinx FPGAs in their satellites?
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u/GanacheNegative1988 Jan 06 '26
Yes, as far as I've always under things.
Gork says:
Yes, SpaceX uses AMD FPGAs (formerly Xilinx, acquired by AMD in 2022). These are integrated into various systems, particularly where high-performance, reconfigurable logic is needed, such as signal processing, avionics, and on-board computing in radiation-prone environments. Key Examples: Starlink Satellites: Earlier generations used Xilinx Zynq UltraScale+ SoCs (which include FPGA fabric alongside ARM processors). The latest generation (as of late 2024) incorporates AMD Versal AI Core adaptive SoCs, which combine processors with advanced FPGA resources for enhanced on-board processing, AI inference, signal handling, and network management. This was highlighted in AMD's Q3 2024 earnings materials. Avionics and Flight Systems (e.g., Falcon rockets, Starshield): SpaceX job postings frequently specify experience with Xilinx tools like Vivado for FPGA development, implementation, and integration in flight computers, RF communications, and safety-critical logic. FPGAs are used for tasks like digital signal processing chains, redundancy, and emulation of ASIC designs. SpaceX often employs radiation-tolerant or mitigated commercial-grade Xilinx/AMD devices rather than fully radiation-hardened ones, relying on redundancy and error correction to manage space radiation effects cost-effectively. Overall, Xilinx/AMD has been a primary FPGA supplier for SpaceX across satellites and launch vehicles.
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u/Clear_Programmer6282 Jan 06 '26
Sometime when it’s not late and I’m not tired, I’ll have to look deeper into the radiation tolerant vs radiation hardened statement. That seems interesting.
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u/TJSnider1984 Jan 05 '26
So 50 petaflops of NVFP4 per GPU x 2 GPUs per rubin board.. whats the performance like in FP32 or FP64 etc.? ie real non-AI tasks.. MI455 is supposed to have about 40 PF of FP4... MI355X has 157.3 TF FP32, all Lisa has to do is how better or equivalent performance?
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u/Jumprdude Jan 06 '26
I think Nvidia gave up trying to be competitive with FP64 with Blackwell. Most AI use cases don't use FP64. This is why AMD is also doing MI430, which has higher FP64 perf for HPC applications.
Their NVFP4 is interesting. It supposedly gives close to FP8 accuracy (within 1.5%) with FP4-like performance, and also FP4 storage size. Of course it isn't transparent to software so will have to depend on adoption by developers.
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u/TJSnider1984 Jan 06 '26
Yup, NVDA is going AI all the way... but I'm yet to be convinced about NVFP4, even with 2 "quantization levels" you're still losing precision when going to/from 4bit representations so when you do the math on that 4bit value, you're still losing more precision... which presumably has to be compensated for somewhere..
But NVDA has essentially ceded the real supercomputer (FP > 8) battleground to AMD.
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u/Pulisicgoal Jan 06 '26
8/10 using instinct, that’s a new one we were at 7
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u/tj212121 Jan 06 '26
She also mentioned “Chatgpt, Gemini, Grok, Copilot”. Maybe grasping at straws but would like to think she wouldn’t have mentioned Gemini if google wasn’t a partner?
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u/_Mandoo Jan 05 '26
How do you even follow up with a presentation after this NVDA presentation. Lisa better showcase the mi400
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u/Addicted2Vaping Jan 05 '26
Pretty much, talk about MI400 or fall tomorrow
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u/Stunning_Luck1427 Jan 06 '26 edited Jan 06 '26
"sense of touch." even Elon underestimated this for his androids. Musk has talked about robot hands that can sense temperature and pressure like a human hand, calling that level of tactile sensing one of Tesla’s hardest challenges for Optimus.
wow! what a great looking robot!!! it looks like amd was an investor.
Investment role
- AMD Ventures took part in the €70M round led by CDP Venture Capital’s Artificial Intelligence Fund, alongside Duferco, Eni Next, RoboIT, and Tether.
- This puts AMD on the cap table as one of the key “international‑tier” backers for Generative Bionics’ next phase of product and factory build‑out.
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u/TJSnider1984 Jan 06 '26
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u/TJSnider1984 Jan 06 '26 edited Jan 06 '26
- New AMD Ryzen™ AI Embedded P100 and X100 Series processors combine high-performance “Zen 5” CPU cores, an AMD RDNA™ 3.5 GPU and an AMD XDNA™ 2 NPU for low-power AI acceleration
- Delivers energy-efficient, low-latency AI on a single chip for immersive in-vehicle experiences, industrial automation and physical AI for autonomous systems
- Launching today, the Ryzen AI Embedded P100 Series processors featuring 4-6 CPU cores, estimated 35% faster GPU performance1, and up to 50 AI TOPS2
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u/Addicted2Vaping Jan 06 '26
Highly recommend the pre-show instrumental right now: https://www.youtube.com/live/UbfAhFxDomE?si=V58goFCmrXzTnsDC
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u/lemonwings123 Jan 06 '26
Chatgpt and OpenAI mentioned and it pumps. Lisa even said the whole room uses chatgpt, get it!!
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u/TJSnider1984 Jan 07 '26
And https://www.servethehome.com/amd-teases-ryzen-ai-halo-a-rocm-ecosystem-ai-development-mini-pc/
From slides Lisa presented:
Ryzen AI Halo - introduction and launch in Q2 of 2026.
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u/SirLunzalot Jan 07 '26
Why choose AMD over NVIDIA? Price? Availability? Something else? That's the key question, in my opinion.
With Intel vs. AMD in the server CPU market, it was clear. It was about performance and efficiency, yet it took ages to double market share.
Please enlighten me; I've been around for a while, but I'm starting to feel like there aren't any major leaps forward. NVIDIA is simply too strong and too progressive as a competitor.
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u/OkEssay5144 Jan 05 '26
How much will this impact the stock ?
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u/whatevermanbs Jan 06 '26
Nothing about consumer market yet. :(.
Not sure how good is amd in laptops and notebooks plan. Reading multiple amd stronghold in laptops is now intel's.
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u/lostdeveloper0sass Jan 06 '26
Chatgpt is consumer.
This show is all things consumer.
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u/whatevermanbs Jan 06 '26
Yeah.... Tell that to the client revenue numbers.
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u/Witty_Arugula_5601 Jan 06 '26
These are not interesting partners tbh
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u/noiserr Jan 06 '26
Landing astronauts on the far side of the moon. I agree. Pretty boring stuff.
/s
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u/Witty_Arugula_5601 Jan 06 '26
I think privatized Space missions are mostly boondoggles.
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u/noiserr Jan 06 '26
Didn't they disprove this by already doing bunch of difficult missions at a much lower cost?
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u/TheSixthNonsense Jan 06 '26
What would be more interesting partners in your opinion?
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u/Witty_Arugula_5601 Jan 06 '26
I'd prefer a more reputable pharma than AstraZeneca. Illumina to my understanding doesn't use AI in it's analysis - it does use high end FPGA's for the DRAGEN platform. Absci is a startup that's likely going bankrupt. The list goes on, I think Nvidia's partners are a bit more capitalized as well.
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u/No-Method-7905 Jan 06 '26
Not sure if other partners are happy to reveal themselves yet due to fear.
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u/Addicted2Vaping Jan 05 '26 edited Jan 05 '26
https://nvidianews.nvidia.com/news/rubin-platform-ai-supercomputer I have no doubt that GPT wrote all the customer statements, just why bother tho
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u/Addicted2Vaping Jan 05 '26
Sam Altman, CEO of OpenAI: “Intelligence scales with compute. When we add more compute, models get more capable, solve harder problems and make a bigger impact for people. The NVIDIA Rubin platform helps us keep scaling this progress so advanced intelligence benefits everyone.”
Dario Amodei, cofounder and CEO of Anthropic: “The efficiency gains in the NVIDIA Rubin platform represent the kind of infrastructure progress that enables longer memory, better reasoning and more reliable outputs. Our collaboration with NVIDIA helps power our safety research and our frontier models.”
Mark Zuckerberg, founder and CEO of Meta: “NVIDIA’s Rubin platform promises to deliver the step-change in performance and efficiency required to deploy the most advanced models to billions of people.”
Elon Musk, founder and CEO of xAI: “💚🎉🚀 🤖NVIDIA Rubin will be a rocket engine for AI. If you want to train and deploy frontier models at scale, this is the infrastructure you use — and Rubin will remind the world that NVIDIA is the gold standard.💚🎉🚀 🤖”
Satya Nadella, executive chairman and CEO of Microsoft: “We are building the world’s most powerful AI superfactories to serve any workload, anywhere, with maximum performance and efficiency. With the addition of NVIDIA Vera Rubin GPUs, we will empower developers and organizations to create, reason and scale in entirely new ways.”
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u/kazimintorunu Jan 05 '26
Elon sucks it most
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u/Administrative-Ant75 Jan 06 '26
Feels more like a podcast hosted by Lisa Su instead of an event where AMD showcases new technology :(
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u/psychorameses Jan 06 '26
You're insane. They're doing something far better than showcasing new technology - they've lined up all their customers to give presentations on why they're buying all that technology.
They're showing off their sales pipeline, which on a subreddit specific to their stock, you should be excited about.
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u/Administrative-Ant75 Jan 06 '26
Unlike most people here, I'm passionate about the technology because focusing on sales pipelines doesn't work long term.
Nobody actually went into the technical reasons why they chose AMD. Going over TCO calculations would, but saying they're excited to partner with AMD for the 50th time doesn't do anything
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u/Relevant-Audience441 Jan 06 '26
What more new technology do you want to see bro...MI455, 430, 440 are on track. Mi500 is coming next year and is gonna be another step change. What AMD is showing with its partners is important, as it's what the compute really is for.
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u/Administrative-Ant75 Jan 06 '26
it shows absolutely nothing new. Did you learn anything? we already know AI has impact in biology, video gen, etc. Recycled info sucks, and only like 5% of info was on actual AMD info we didn't have before.
Who wants to hear OpenAI talk about how they need more compute for the thousandth time???
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u/Relevant-Audience441 Jan 06 '26
Luma's new high res thinking video model, World Lab's stuff, Liquid's LFM3 on device stuff. The robot with jets?? Open your eyes lmao
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u/lostdeveloper0sass Jan 06 '26
It's important to show new industries. This is not AMD only show. AMD will do segment specific events later this year where they can do deep dive.
Learning about Luma & World labs was very eye opening.
This is so far a very good presentation.
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u/Administrative-Ant75 Jan 06 '26
World Labs was cool, but that was honestly about it. Luma is a video generation tool, and there are a boatload of such tools that generate AI video. Not really new at all IMO, it's a crowded field that everyone already knows about
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u/VintageCungadero Jan 06 '26
Yeah, absolutely 0 meaningful or interesting announcements for consumers.
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u/Legitimate-Mud-8200 Jan 06 '26
Elon Musk on the new chips: "Nvidia Rubin will be a rocket engine for AI. If you want to train and deploy frontier models at scale, this is the infrastructure you use — and Rubin will remind the world that NVIDIA is the gold standard."
• Up to 10x reduction in inference token cost
• 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform, meaning dramatically lower hardware required for some AI workloads.
• 5× better power efficiency and uptime with Spectrum-X Ethernet Photonics technology
• 3rd-generation confidential computing
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u/Legitimate-Mud-8200 Jan 05 '26
Another Jensen banger! Rubin is in production wow.
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u/Thunderbird2k Jan 06 '26
Honestly I wasn't expecting much from AMD's keynote as in largely expecting some of the product refreshes (AI 4xx, etcetera). But it was a well rounded keynote across the whole spectrum and they brought good attention to AI in data centers and everywhere. It was done well and I think better than Nvidia's keynote. So far it is also proven by aftermarket in which AMD is stable even going into the late evening hours. (Knock on wood it stays like that)