{"id":1655879,"date":"2026-08-05T14:46:00","date_gmt":"2026-08-05T14:46:00","guid":{"rendered":"http:\/\/AWkoaBemuzHVh246CogGY5"},"modified":"2026-08-05T14:46:00","modified_gmt":"2026-08-05T14:46:00","slug":"ai-pcs-will-become-more-important-amds-lisa-su-remains-optimistic-about-the-market-despite-runaway-pricing-caused-by-checks-notes-the-ai-industry","status":"publish","type":"post","link":"https:\/\/arcader.org\/news\/ai-pcs-will-become-more-important-amds-lisa-su-remains-optimistic-about-the-market-despite-runaway-pricing-caused-by-checks-notes-the-ai-industry\/","title":{"rendered":"&#8216;AI PCs will become more important&#8217;: AMD&#8217;s Lisa Su remains optimistic about the market despite runaway pricing caused by *checks notes* the AI industry"},"content":{"rendered":"<article>\n<p>PC gamers (and PC users as a whole) find themselves in an increasingly expensive landscape, in part due to the AI data centre industry&#8217;s apparently bottomless appetite for memory. And yet, AMD CEO Lisa Su reckons &#8220;AI PCs will become more important&#8221; for the average consumer.<\/p>\n<p><a href=\"https:\/\/ir.amd.com\/news-events\/press-releases\/detail\/1295\/amd-reports-second-quarter-2026-financial-results\" target=\"_blank\">Lisa Su told investors during AMD&#8217;s most recent earnings call<\/a>, &#8220;As we go into 2027, I think we have a strong product portfolio that is coming on board to address not just the traditional notebook and desktop markets, but also as you think about a more AI-centric PC experience, like what we have been talking about with the Ryzen AI Halo.&#8221;<\/p>\n<p>To be fair to Su, at the start of the year we did describe the Ryzen AI Max+ 388 as <a href=\"https:\/\/www.pcgamer.com\/hardware\/processors\/the-amd-ryzen-ai-max-range-gets-two-more-entries-one-of-which-looks-perfect-for-the-ultimate-in-handheld-pc-gaming\/\" target=\"_blank\">a chip that looks perfect for the ultimate in handheld PC gaming<\/a>. For more context, AMD has just reported <a href=\"https:\/\/www.pcgamer.com\/software\/ai\/amd-made-over-8-times-as-much-revenue-on-data-centers-as-it-did-gaming-last-quarter\/#viafoura-comments\" target=\"_blank\">record-breaking total revenue of $11.5 billion in Q2 alone<\/a>. A decent chunk of that is down to demand from data centres. Even so, AI PCs feel like an odd play when consumers are staring down increasingly runaway hardware costs.<\/p>\n<div style=\"min-height: 250px;\">\n<div class=\"kwizly-quiz kwizly-XZKx1e\"><\/div>\n<\/p><\/div>\n<p> <script src=\"https:\/\/kwizly.com\/embed\/XZKx1e.js\" async><\/script><\/p>\n<p>Su seemed undaunted speaking to investors, saying, &#8220;I remain optimistic about the PC market as an important way for us to reach a broader set of users and our ability to grow ahead of the market.&#8221;<\/p>\n<p>For a little more context, the gaming section of AMD&#8217;s business has shrunk by 31% in part due to high hardware costs (though <a href=\"https:\/\/www.pcgamer.com\/hardware\/we-now-expect-second-half-gaming-revenue-to-decline-more-than-20-percent-amd-feeling-the-sting-of-the-memory-supply-crisis\/\" target=\"_blank\">the company likely saw that coming<\/a>). It&#8217;s perhaps less surprising then that AMD has been selling <em>a lot <\/em>of lower-end and mobile Ryzen processors this past quarter, rather than the newest gamer-geared GPUs and CPUs.<\/p>\n<figure class=\"van-image-figure inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:1699px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:56.27%;\"><img loading=\"lazy\" decoding=\"async\" id=\"gnYuNcE3Tvfjuq38yoQMMJ\" name=\"amd-lisa-su-ai-everywhere-ces\" alt=\"AMD CEO Dr. Lisa Su on stage with 'AI is everywhere' in the background.\" src=\"https:\/\/arcader.org\/wp-content\/uploads\/2026\/08\/ai-pcs-will-become-more-important-amds-lisa-su-remains-optimistic-about-the-market-despite-runaway-pricing-caused-by-checks-notes-the-ai-industry.jpg\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"1699\" height=\"956\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: AMD)<\/span><\/figcaption><\/figure>\n<p>Su reflected on the current volatility of hardware pricing, saying, &#8220;The market itself will depend a bit on some of the components. We\u2019re all watching the component costs and how that will play out over the next couple of quarters.&#8221;<\/p>\n<p>The client segment of AMD&#8217;s business, &#8220;which primarily includes CPUs, APUs, chipsets for desktops and notebooks,&#8221; made around $3.1 billion outside of gaming hardware (the client and gaming parts of the business &#8220;do not qualify as [&#8230;] separate reportable operating&#8221; segments, though AMD does still report their financials separately).<\/p>\n<p>As such, Su told investors that the client business&#8217;s &#8220;first half performance has been very strong.&#8221; Though AMD expects the market to see a decline in the second half of 2026, Su went on to say she expects to see year-on-year growth in this more consumer-focussed sector. Even if it doesn&#8217;t meet these expectations, data centre demand will likely more than buoy the company.<\/p>\n<p>Su said, &#8220;I think our portfolio and our rising content in enterprise are very positive for our client mix.&#8221;<\/p>\n<p>That&#8217;s all very well and good, but if big tech continues with its <a href=\"https:\/\/www.pcgamer.com\/software\/ai\/meta-continues-to-insist-ai-spend-is-totally-justified-potentially-blowing-over-usd8-billion-on-data-centers\/\" target=\"_blank\">AI infrastructure build-out<\/a>, that&#8217;s just going to continue to drive up the price of memory and more besides. If AMD truly believes NPU-equipped AI PCs are the future, who does it think will be able to afford them?<\/p>\n<\/article>\n<p><a href=\"https:\/\/www.pcgamer.com\/software\/ai\/ai-pcs-will-become-more-important-amds-lisa-su-remains-optimistic-about-the-market-despite-runaway-pricing-caused-by-checks-notes-the-ai-industry\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>PC gamers (and PC users as a whole) find themselves in an increasingly expensive landscape, in part due to the AI data centre industry&#8217;s apparently bottomless appetite for memory. And yet, AMD CEO Lisa Su reckons &#8220;AI PCs will become more important&#8221; for the average consumer. Lisa Su told investors during AMD&#8217;s most recent earnings call, &#8220;As we go into 2027, I think we have a strong product portfolio that is coming on board to address not just the traditional notebook and desktop markets, but also as you think about a more AI-centric PC experience, like what we have been talking about with the Ryzen AI Halo.&#8221; To be fair to Su, at the start of the year we did describe the Ryzen AI Max+&hellip;<\/p>\n<p class=\"excerpt-more\"><a class=\"blog-excerpt button\" href=\"https:\/\/arcader.org\/news\/ai-pcs-will-become-more-important-amds-lisa-su-remains-optimistic-about-the-market-despite-runaway-pricing-caused-by-checks-notes-the-ai-industry\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":1655880,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[336],"tags":[1997,1622],"class_list":["post-1655879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pc-gamer","tag-ai","tag-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>&#039;AI PCs will become more important&#039;: AMD&#039;s Lisa Su remains optimistic about the market despite runaway pricing caused by *checks notes* the AI industry | Arcader News<\/title>\n<meta name=\"description\" content=\"PC gamers (and PC users as a whole) find themselves in an increasingly expensive landscape, in part due to the AI data centre industry&#039;s apparently\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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