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

If you’ve been wondering when the “AI” branding spigot might be turned down a notch, AMD’s answer is that it won’t be anytime soon.

At an AMD breakfast at IFA 2025 this week, Jack Huynh, senior vice president and general manager of AMD’s Computing and Graphics Group, said that AMD will continue to promote its AI capabilities as much as it can. Huynh also shrugged off a report that AMD — and everyone else, really — is being obliterated by Nvidia’s dominance in the desktop GPU market.

PCWorld’s Adam Patrick Murray, host of The Full Nerd podcast, asked about when it will simply be assumed that PC chips include AI, removing the need to call it out.

“When we have AI capability in our processors, we want to market it, right?” Huynh replied. “A lot of us, many people, think AI is overhyped. I think that’s what you’re getting at, right? I personally think it’s underhyped, because I’m looking at the development of next three to five years, right? And what’s possible is nothing that we can imagine before. And the progress is exponential.”

“When I’m working with developers, we’re looking at the next three to five years, not the next three to six months,” Huynh added. “We’re working on things that haven’t been invented yet.”

Huynh said that the company is eager to begin shipping FSR “Redstone,” the next iteration of the company’s frame-generation feature that the company began talking about this past February in the context of the Radeon RX 9070 and 9070 XT. FSR 4.0, the current standard, can inject a single AI-generated frame in between rendered frames. Nvidia’s DLSS 4 frame-generation feature can inject three AI-generated frames. Redstone, which AMD tipped at Computex 2025, doesn’t use AI generation; instead, it’s essentially frame doubling with interpolation. Still, more frames equal higher frame rates, and that’s what gamers have traditionally asked for.

AMD has said before that FSR “Redstone” is due in the second half of 2025, and Huynh reiterated that timeline.

Huynh was less straightforward when discussing AMD’s GPU market share on the desktop. The market-share figures from long-time GPU watcher Jon Peddie indicate that AMD’s desktop share has fallen from 12 percent to 6 percent in a year, leaving AMD with just crumbs to Nvidia’s utter dominance. (Intel’s GPU share is still non-existent.)

Huynh’s position reiterates what AMD has been telling Wall Street: “I’m happy that we’re selling everything that we make,” Huynh said.

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

Of course, whatever AMD’s share of the desktop GPU market is, it’s softened by the fact that AMD’s gaming revenue climbed 73 percent year-over year, though assisted by strong sales of SoC chips for consoles. AMD can also route its resources to the data-center market instead, whose share of the company’s revenues continue to climb. Either way, AMD is making more money than it has ever made before, achieving a record $7.7 billion in revenue for the second quarter of 2025.

The “market-share number seems to really be a minimal factor in what we’re seeing out there in the market,” an AMD representative added. “So we’re trying to balance the two, and eventually we’re presuming they will come together with what we’re seeing and what they’re seeing.”