Leave your feedback Share Copy URL https://gographicsoutput.com/video/VUpOTO7WCEk.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter emergency amd update [IYVhKkgPupz] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT amd is not a chip company. it's a compute platform — and the new ryzen ai max+ 395 just proved it on stage. lisa su held a box the size of a paperback and ran a 235B-class model locally. no cloud. no data center. no $4,000 nvidia box. just unified memory doing the one thing discrete gpus can't: fit the whole model. i went long $amd at $4.2 because i understood compute was the infrastructure layer for everything coming next. i'm up ~120x and still not selling. target: $2,000. this is the thesis playing out in real time. the platform absorbed a workload it was never designed for — local ai walked straight into an architecture that started life in game consoles — at a cost no one else can match. cpus vs intel. then ai gpus. then inference cpus. now this. each one the same chiplet platform, recombined for a market that didn't exist the year before. the real upside has always lived in the unknown. this video shows why. oOGtq52mv4q 4Jgr52WFRXL XsRGrvVHtJu PBBYjZEbFSh
amd is not a chip company. it's a compute platform — and the new ryzen ai max+ 395 just proved it on stage. lisa su held a box the size of a paperback and ran a 235B-class model locally. no cloud. no data center. no $4,000 nvidia box. just unified memory doing the one thing discrete gpus can't: fit the whole model. i went long $amd at $4.2 because i understood compute was the infrastructure layer for everything coming next. i'm up ~120x and still not selling. target: $2,000. this is the thesis playing out in real time. the platform absorbed a workload it was never designed for — local ai walked straight into an architecture that started life in game consoles — at a cost no one else can match. cpus vs intel. then ai gpus. then inference cpus. now this. each one the same chiplet platform, recombined for a market that didn't exist the year before. the real upside has always lived in the unknown. this video shows why. oOGtq52mv4q 4Jgr52WFRXL XsRGrvVHtJu PBBYjZEbFSh