Tue Jan 06 03:00:00 UTC 2026: ### Analysis of AMD’s CES 2026 Keynote

Input Materials:

  • Primary Article: NVIDIA and Intel had their moment in the spotlight, and now it’s AMD’s turn. The chipmaker is kicking off CES 2026 on Monday night, where it’ll cover its latest AI developments and perhaps show off its newest Ryzen chips. It’s the kickoff keynote of CES 2026, and CEO Dr. Lisa Su is expected to outline how AMD’s hardware will power the AI revolution — and what the company can offer partners and consumers that those aforementioned rivals can’t.We’ll tell you how to tune in to the livestream and what else you can expect to see.
    Dr. Su will deliver a keynote speech from the Palazzo Ballroom at the Venetian on Monday, January 5 at 9:30PM ET (6:30PM PT). You can watch the event live on the CES YouTube channel (we’ve embedded the livestream below).
    Engadget will also be liveblogging the AMD keynote in real-time.
    Hasani says Liquid AI is a foundation model company, building models that can work across a wide variety of hardware. \”The goal is to substantially reduce the computational cost of intelligence from first principles,\” he says.
    Ramin Hasani, co-founder and CEO of Liquid AI, now joins Su on the stage.
    Su says the first Ryzen AI 400 PCs will start shipping later this month.She’s announcing the new Ryzen AI 400 series processors. They feature up to 12 Zen 5 CPU cores, 60 TOPS of AI computer and faster memory speeds than before.
    She’s giving Microsoft credit for pushing AI features and the Copilot+ initiative, which is focused on AI PCs.
    She says that AI has helped PCs become more than just tools, they’ve turned into active participants in our lives.Now, we’re moving onto PCs.
    Su says AMD’s next-gen MI500 Epyc CPUs will scale AI performance by 1,000x over the next four years.
    Jain says that scaling video models will help us to simulate real physical processes in the world. He think it could help us design rockets.

He believes that Luma AI’s collaboration with AMD will give it a leg up on the competition.Today, 60 percent of Luma’s growing inference workloads run on AMD cards. (Are AMD’s enterprise drivers more stable than their consumer software? I wonder.)
We’re looking at how Luma’s multi-modal agent can take a look at a script and start to generate ideas for users. Individual creatives, or small teams, will suddenly have the power to do what entire teams of Hollywood creators have been doing, Jain says.
Ray 3 Modify, a new feature in the model, lets customers edit generated and live clips on the fly. He also points out how it’s a hybrid form of creation, since many of the clips are based on performances from humans
Jain says he’s working with individuals and large companies. \”2025 was the year they started to deploy our models and experiment with them.\” Some customers have even pushed it to create a 90-minute feature length movie.
We’re seeing clips of what Luma AI’s Ray3 model can do, and it sure looks like AI video. But he claims it can generate 4K clips.
While AMD says it’s keeping its product details under wraps, we can expect \”updates on AI solutions, from cloud to enterprise, edge and devices.\”It’s also likely that AMD will unveil its new versions of the Ryzen chips during its keynote on Monday, as Su will talk about the \”advancements driven by Ryzen CPUs.\” That could include the Ryzen 7 9850X3D, which is expected to have better single-threaded performance than its predecessors. Additionally, we can expect to see the Ryzen 9000G series, which is potentially built with AMD’s Zen 5 architecture.
Regarding AI, AMD could further discuss its new FSR Redstone technology, which it previously previewed on December 10. AMD’s upscaling tech aims to close the gap on NVIDIA’s DLSS 4, which was announced during CES 2025.
Su’s presentation caps off CES’s press day, so she’ll be taking the stage in the hours after rivals NVIDIA and Intel present their chipmaking and AI plans to the world. As a reminder of how cross-linked these companies have become: OpenAI has pledged billions of dollars of hardware orders to AMD, while rival NVIDIA has invested billions in OpenAI — and taken a stake worth billions in Intel, too.© 2026 Yahoo. All rights reserved.

  • Related Historical Context:
    • [Tue Jan 06 03:00:00 UTC 2026] CES 2026 AMD Keynote livestream: null
    • [Tue Jan 06 03:00:00 UTC 2026] Medvedev opens 2026 with Brisbane victory, sets Tiafoe clash: null
    • [Tue Jan 06 03:00:00 UTC 2026] AMD’s CES 2026 Keynote Liveblog: Gorgon Point, X3D updates, and AI: null
    • [Tue Jan 06 02:50:00 UTC 2026] Starting 5: Looking ahead to 1st full week of 2026: null
    • [Tue Jan 06 02:50:00 UTC 2026] David Lee Roth Announces Spring 2026 North American Tour: null

Timeline of Events

  1. Prior to December 10, 2025: AMD develops and previews FSR Redstone technology.
  2. CES 2025: NVIDIA announces DLSS 4.
  3. 2025: Luma AI customers begin deploying and experimenting with Luma AI models.
  4. Monday, January 5, 2026 (Time unspecified): NVIDIA and Intel present their chipmaking and AI plans at CES 2026.
  5. Monday, January 5, 2026, 6:30 PM PT / 9:30 PM ET: AMD’s CES 2026 keynote begins, led by CEO Dr. Lisa Su.
  6. During Keynote:
    • Dr. Su announces the Ryzen AI 400 series processors.
    • Dr. Su discusses AMD’s next-gen MI500 Epyc CPUs.
    • Ramin Hasani, co-founder and CEO of Liquid AI, joins Dr. Su on stage.
    • Luma AI presents clips generated by its Ray3 model.
  7. Later in January 2026: Ryzen AI 400 PCs are expected to begin shipping.
  8. Tue Jan 06 02:50:00 UTC 2026: News outlets release articles looking ahead to the first full week of 2026 and David Lee Roth announces Spring 2026 North American Tour.
  9. Tue Jan 06 03:00:00 UTC 2026: News outlets release articles regarding the CES 2026 AMD Keynote livestream and AMD’s CES 2026 Keynote liveblog.

Critical Analysis

The events are unfolding due to a confluence of factors:

  • AI Arms Race: The primary driver is the intense competition in the AI hardware and software space. NVIDIA, Intel, and AMD are all vying for dominance in providing the necessary computing power for AI applications. The primary article notes that OpenAI has pledged billions of dollars of hardware orders to AMD, while NVIDIA has invested billions in OpenAI and taken a stake in Intel, signifying the interconnected and competitive nature of the AI landscape.
  • CES as a Launchpad: CES serves as a key event for companies to unveil their latest technologies and strategies. AMD’s keynote is strategically placed after NVIDIA and Intel, allowing them to respond to and differentiate themselves from their rivals.
  • Partnerships and Collaborations: AMD’s partnership with Liquid AI and Luma AI demonstrates a strategy of integrating its hardware with innovative AI software solutions. This strengthens AMD’s ecosystem and provides practical applications for its hardware.
  • Technological Advancements: The announcement of new Ryzen chips (Ryzen AI 400 series, Ryzen 7 9850X3D, Ryzen 9000G series) and the MI500 Epyc CPUs represents AMD’s continuous efforts to improve performance and efficiency, particularly in AI workloads. The focus on AI-specific processors (Ryzen AI) highlights the company’s commitment to the AI PC market.
  • Upscaling Technology: AMD’s development of FSR Redstone aims to compete with NVIDIA’s DLSS, indicating a desire to capture a larger share of the gaming and visual computing market.

Root Causes: The root cause is the increasing demand for AI computing power, driven by advancements in machine learning, computer vision, and other AI applications. This demand fuels innovation and competition among chipmakers.
Strategic Objectives: AMD’s objectives appear to be:
1. Establish itself as a major player in the AI hardware market.
2. Expand its presence in the AI PC segment.
3. Strengthen its ecosystem through partnerships with AI software companies.
4. Compete effectively with NVIDIA in both enterprise and consumer markets.

Impact Analysis

The AMD keynote and the events surrounding it have several significant impacts:

  • Increased Competition: AMD’s announcements will likely intensify competition in the AI hardware market, potentially leading to lower prices and faster innovation.
  • Advancements in AI Applications: The collaboration between AMD and Luma AI, along with the development of powerful AI hardware, could accelerate the development and deployment of AI-powered tools for creators and businesses.
  • AI PC Market Growth: AMD’s focus on Ryzen AI processors and collaboration with Microsoft (Copilot+) will contribute to the growth of the AI PC market, making AI features more accessible to consumers.
  • OpenAI and Inter-Company Relationships: The complex investment and partnership structure between OpenAI, AMD, NVIDIA, and Intel highlights the strategic importance of AI and the need for collaboration to drive innovation. This shows how companies will use all tools to attempt to gain market share in the quickly evolving AI market.

Conclusion

AMD’s CES 2026 keynote marks a significant moment in the company’s strategy to capitalize on the AI revolution. By unveiling new hardware, forging strategic partnerships, and targeting key market segments, AMD is positioning itself as a strong contender in the rapidly evolving AI landscape. The announcements are likely to have a ripple effect across the industry, driving innovation and shaping the future of AI-powered computing.

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