AMD Bets on Edge Computing in Race for AI PC Market
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AMD Chief Executive Lisa Su praised the openness and dynamism of China’s AI ecosystem at the company’s AI Developer Day in Shanghai on May 19.
Advanced Micro Devices Inc. CEO Lisa Su highlighted the rapid rise of agentic AI and the critical need for on-device computing power during a Tuesday developer event in Shanghai.
Su praised the vitality of China’s artificial intelligence ecosystem, predicting that the global active AI user base will reach 5 billion in the coming years.
This industry pivot toward edge computing reflects an intensifying battle among chipmakers to dominate the emerging AI PC market, as data privacy concerns and cloud costs drive developers to process complex, multi-agent workloads directly on personal hardware.
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- AMD CEO Lisa Su at Shanghai event highlighted agentic AI's rise and need for on-device computing, predicting 5 billion global AI users.
- Hardware bottlenecks limit edge devices to 10 billion parameters, causing hallucinations; new architectures needed to avoid costly cloud subscriptions.
- Global AI PC shipments projected at 143 million units by 2026; AMD expanded desktop CPU share to ~30% amid Intel delays.
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Who’s Who
- Advanced Micro Devices Inc.
- Advanced Micro Devices Inc. (AMD) CEO Lisa Su highlighted agentic AI's need for on-device computing at a Shanghai event. AMD has expanded its desktop CPU market share from under 20% to ~30% over two years, outperforming Intel amid the AI PC shift. The company competes in edge processing for complex AI workloads.
- 01.AI
- 01.AI, led by CEO Kai-Fu Lee, was featured at an AMD event in Shanghai. Lee argued that single AI agents face reasoning limits, and multi-agent architectures require local-first edge processing with ultra-fast response times for complex problem-solving.
- Glory Ventures
- Glory Ventures co-founder Jerry Bai noted that current edge computing devices can only support lightweight models of up to 10 billion parameters, which often generate false information or hallucinations, highlighting hardware bottlenecks in the shift to on-device AI processing.
- Intel Corp.
- Intel Corp. first defined the AI PC concept but has struggled with production delays. This has allowed rivals like AMD and Apple to capture early developers, with AMD expanding its desktop CPU market share from under 20% to roughly 30% over two years.
- Apple Inc.
- Based on the article, Apple Inc. is an ARM-based competitor in the AI PC market. It is positioned to capture early developers as Intel struggles with production delays, benefiting from the shift towards on-device computing power for agentic AI.
- Soochow Securities
- Soochow Securities is cited in a report that, using Gartner data, projects global AI PC shipments will reach 143 million units by 2026, driven by new local AI processors and the end of Windows 10 support.
- Caixin
- Caixin is a Chinese media outlet that reported on AMD CEO Lisa Su's Shanghai developer event. The article highlights Su's remarks on agentic AI and edge computing, with contact information for editor Han Wei (weihan@caixin.com). Caixin covers business and technology news in China.
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What Happened When
- As of 2026：
- AMD expanded desktop CPU market share from under 20% to roughly 30% over the past two years, outperforming Intel.
- By 2026：
- Global AI PC shipments projected to reach 1.43 million units, according to a Soochow Securities report citing Gartner data.
- 2026-05-19：
- AMD CEO Lisa Su highlighted the rise of agentic AI and need for on-device computing power during a developer event in Shanghai.
- 2026-05-19：
- 01.AI CEO Kai-Fu Lee noted limitations of single AI agent reasoning and argued for local-first edge processing.
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