AMD exec shrugs off tiny GPU share, claims that AI is right here to remain

If you happen to’ve been questioning when the “AI” branding spigot could be turned down a notch, AMD’s reply is that it gained’t be anytime quickly.

At an AMD breakfast at IFA 2025 this week, Jack Huynh, senior vice chairman and normal supervisor of AMD’s Computing and Graphics Group, mentioned that AMD will proceed to advertise its AI capabilities as a lot as it may possibly. Huynh additionally shrugged off a report that AMD — and everybody else, actually — is being obliterated by Nvidia’s dominance within the desktop GPU market.

PCWorld’s Adam Patrick Murray, host of The Full Nerd podcast, requested about when it’s going to merely be assumed that PC chips embody AI, eradicating the necessity to name it out.

“When we now have AI functionality in our processors, we need to promote it, proper?” Huynh replied. “A whole lot of us, many individuals, suppose AI is overhyped. I believe that’s what you’re getting at, proper? I personally suppose it’s underhyped, as a result of I’m wanting on the growth of subsequent three to 5 years, proper? And what’s attainable is nothing that we will think about earlier than. And the progress is exponential.”

“After I’m working with builders, we’re wanting on the subsequent three to 5 years, not the following three to 6 months,” Huynh added. “We’re engaged on issues that haven’t been invented but.”

Huynh mentioned that the corporate is keen to start delivery FSR “Redstone,” the following iteration of the corporate’s frame-generation function that the corporate started speaking about this previous February within the context of the Radeon RX 9070 and 9070 XT. FSR 4.0, the present customary, can inject a single AI-generated body in between rendered frames. Nvidia’s DLSS 4 frame-generation function can inject three AI-generated frames. Redstone, which AMD tipped at Computex 2025, doesn’t use AI technology; as an alternative, it’s basically body doubling with interpolation. Nonetheless, extra frames equal larger body charges, and that’s what players have historically requested for.

AMD has mentioned earlier than that FSR “Redstone” is due within the second half of 2025, and Huynh reiterated that timeline.

Huynh was much less easy when discussing AMD’s GPU market share on the desktop. The market-share figures from long-time GPU watcher Jon Peddie point out that AMD’s desktop share has fallen from 12 p.c to six p.c in a yr, leaving AMD with simply crumbs to Nvidia’s utter dominance. (Intel’s GPU share continues to be non-existent.)

Huynh’s place reiterates what AMD has been telling Wall Road: “I’m joyful that we’re promoting all the things that we make,” Huynh mentioned.

“The reception for the [Radeon] 9070 XT has been phenomenal,” Huynh added. “I can say that we’re nonetheless bought out.”

In fact, no matter AMD’s share of the desktop GPU market is, it’s softened by the truth that AMD’s gaming income climbed 73 p.c year-over yr, although assisted by sturdy gross sales of SoC chips for consoles. AMD can even route its assets to the data-center market as an alternative, whose share of the corporate’s revenues proceed to climb. Both method, AMD is making more cash than it has ever made earlier than, reaching a report $7.7 billion in income for the second quarter of 2025.

The “market-share quantity appears to actually be a minimal consider what we’re seeing on the market available in the market,” an AMD consultant added. “So we’re making an attempt to stability the 2, and ultimately we’re presuming they are going to come along with what we’re seeing and what they’re seeing.”