オンプレからクラウドへ、そしてオンプレへ。。。たぶん生成AIはこのスタイルになるきがする。特に日本。あと5年以内。
What Lisa Su actually held on stage:
A mini PC the size of a lunchbox running Qwen3-235B locally, with no cloud and no discrete GPU
Inside: the Ryzen AI Max 395, 128GB unified memory, 110GB usable as VRAM on Linux
The first x86 chip that handles 200 billion parameters on a single die
AMD claims it beats the RTX 5080 by several times on memory-bound models — because the 5080 simply cannot fit them
$1,400 to $2,500 once. cloud bills run $200 to $400 a month
It pays for itself in a few months, then costs nothing per request
This is not a faster GPU. it is the first real argument that your AI does not belong in someone else's data center