Over the last decade, AMD has undergone a remarkable transformation. From a company once struggling for relevance, it has risen under CEO Lisa Su’s steady and strategic leadership to become a serious contender across the data center, client computing, and now embedded and adaptive edge markets. One of AMD’s fastest-rising stars is its embedded business, now armed with a broad portfolio and a sharp focus on AI. As competitors like Intel falter, AMD’s differentiated approach could put it on a trajectory to gain significant market share, particularly at the embedded edge. AMD’s Embedded Rebound and Push Into Edge AI AMD’s acquisition of Xilinx laid the foundation for its embedded success. This purchase brought a robust adaptive computing portfolio — FPGAs, SoCs, and RF technologies — that AMD has tightly integrated with its x86 CPUs, GPUs, and NPUs. In an invite-only fireside chat with analysts last week, Salil Raje, SVP and GM of AMD’s Adaptive and Embedded Computing Group, the depth of that integration was on full display. Raje outlined AMD’s five-pillar strategy: Fortifying its adaptive portfolio Improving usability for developers Growing x86 embedded market share Winning high-value custom silicon deals Leading in embedded AI AMD isn’t just positioning itself as a component vendor — it’s becoming a “platform enabler” across industries like automotive, aerospace, communications, and robotics. AMD’s Edge Over Intel in Embedded Strategy It’s clear that AMD is not playing catch-up — it’s pushing ahead where others stall. AMD has achieved revenue leadership in adaptive computing, leaving Intel’s Altera (soon to be spun out again) in its wake. In embedded CPUs, AMD holds just a 7%-8% market share but sees that as an opportunity, not a weakness. Raje said, “We believe we can grow significantly faster in that business over the next four to five years.” What makes AMD’s approach stand out? Flexibility and openness. AMD’s edge strategy doesn’t depend on any single compute architecture. Instead, it uses a modular mix of x86, Arm, GPU, and FPGA — whatever the application demands. The company also avoids a black-box approach to AI software stacks, instead partnering with ecosystem players to keep platforms open and customizable. This open strategy contrasts sharply with more closed approaches from some of its competitors, particularly in automotive and robotics. AI at the Edge: AMD’s Next Big Move Perhaps the most exciting element of AMD’s embedded strategy is its continued aggressive push into edge AI. “There will be a ChatGPT moment at the edge,” said Raje, and AMD wants to be ready for it. AMD is integrating NPUs into nearly every product, from AI PCs to embedded SoCs. The goal is simple: deliver low-latency, power-efficient AI acceleration in markets like industrial automation, medical imaging, and autonomous vehicles. AMD’s recent product launches reflect this vision. From the versatile Versal AI Edge Gen 2 — which fuses ARM cores, FPGA fabric, ISPs, and NPUs — to the powerful EPYC Turing 9005 with 192 Zen 5 cores, the company is scaling across performance tiers and verticals. It’s already winning sockets in security, networking, and auto sectors. Moreover, AMD’s AI software tools enable seamless migration from cloud-trained models to edge deployments, a unique value proposition that strengthens customer loyalty. Custom Silicon: Playing Offense, Not Defense AMD’s edge isn’t just in off-the-shelf products. Its custom silicon business, once limited to gaming consoles, is gaining traction across automotive, defense, and data center sectors. Importantly, AMD doesn’t pursue custom silicon unless it brings differentiated IP or platform value, such as integrating x86, GPU, or RF IP into unique packages. It’s a targeted, value-driven strategy that avoids commoditization. Chiplets add another layer of flexibility. AMD’s leadership in chiplet architectures allows it to offer semi-custom solutions more cost-effectively, integrating customer IP on shared platforms. As chiplet adoption increases, AMD’s ability to modularize compute elements will become a powerful differentiator. Leadership That Delivers Much of AMD’s rise can be traced back to the discipline and strategic clarity of CEO Lisa Su. Her turnaround of the company isn’t a product of bold promises but of measured execution that prioritizes innovation, product roadmaps, and market focus. That same DNA is evident in AMD’s embedded and adaptive computing. Su’s leadership enabled AMD to avoid the pitfalls that have plagued Intel — missed process nodes, delays in AI strategy, and an overdependence on legacy business lines. AMD, by contrast, now delivers products that are often competitive but ahead of the curve, particularly in power-performance ratios and time-to-market in AI. The Intel Factor: A Window of Opportunity Intel’s struggles in recent years have opened the door for AMD. From manufacturing delays to uncertainty around the Altera spinout, Intel’s position in the embedded market is vulnerable. While Intel still dominates in x86 embedded CPUs, its distracted execution allows AMD to grab market share, especially with AI reshaping workloads at the edge. AMD’s strength in heterogenous computing, openness to Arm, and software-developer focus make it far more agile in responding to evolving edge AI needs than Intel’s more rigid portfolio. If AMD executes on its roadmap and continues to differentiate with a modular platform approach, it could become the go-to supplier for a broad swath of edge workloads. A Platform for the Future AMD’s embedded business is no longer just a side bet. It’s rapidly becoming a cornerstone of the company’s long-term growth strategy. Once viewed as a niche, the embedded market is now a critical front in the broader computing landscape, especially as AI workloads migrate from centralized data centers to distributed, real-time environments at the edge. Under Lisa Su’s direction, AMD’s leadership team has positioned the company to capitalize on this shift with discipline, clarity, and a sharp focus on execution. The strategy is not just about having a broad portfolio but about how it works together. AMD is offering customers a consistent, scalable compute platform from cloud to edge, blending the flexibility of adaptive hardware with the performance of CPUs, GPUs, and NPUs. This point is especially relevant in today’s fragmented edge environments, where power efficiency, latency, and customization define competitive advantage. AMD’s modular approach, enabled by chiplets and customizable silicon, ensures customers can get precisely what they need without compromise. AMD’s Opportunity To Redefine Embedded Computing The company’s solid stance on open software ecosystems resonates in markets that have grown weary of closed, proprietary solutions. This customer-centric approach and a differentiated product roadmap make AMD more than a component supplier: it’s becoming a strategic partner across industries. As Intel contends with a new CEO, internal restructuring, and struggles to execute cleanly in the embedded and AI domains, AMD has a rare and meaningful opportunity to gain market share and mindshare. Already, the momentum is evident: new design wins, expanding market share in adaptive and embedded CPUs, and deepening traction in custom silicon engagements. The path ahead won’t be without challenges. Arm-based players, vertical integration trends, and software complexity will continue to test all major players, but AMD appears better prepared and positioned than ever. It’s clear that AMD is not just catching up; it’s redefining the rules of the embedded game. If it continues to execute with the same precision that defines its turnaround story, AMD won’t just lead in AI at the edge but will help determine what the edge becomes. What a remarkable juxtaposition AMD’s position in the semiconductor industry is today compared to just 10 years ago.

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No historical records account for the unknown vehicle aboard the USS Yorktown at the time of its sinking. Credit: NOAA Get the Popular Science daily newsletter💡 A World War II aircraft carrier sunk by Japanese forces contains an unexpected piece of cargo at the bottom of the Pacific Ocean: a mystery car. Now, NOAA researchers want the public’s help to identify the vehicle inside the remains of the USS Yorktown. The discovery was made on April 19 during a remotely operated deep water survey at the Papahānaumokuākea Marine National Monument. Papahānaumokuākea Marine National Monument encompasses 582,578 square miles. The Yorktown’s remains are located northeast of Midway Island. Credit: NOAA / Popular Science Papahānaumokuākea is the United States’ largest fully protected contiguous conservation area, and encompasses 582,578 square miles of Pacific Ocean. The area is also home to a number of significant historic shipwrecks, including the USS Yorktown. Instrumental in the Pacific Front during WWII at the battles of Coral Sea and Midway, the 809-foot-long Yorktown was capable of handling 90 planes and staffing around 2,200 personnel. After sustaining damage during Midway, the aircraft carrier was fatally damaged by Japanese submarine torpedoes while en route to Pearl Harbor for repairs on June 7, 1942. First rediscovered in 1998, the Yorktown now rests about three miles below the Pacific Ocean’s surface in Papahānaumokuākea, approximately 1,000 miles northwest of Honolulu. Yorktown’s history is well-documented, but it apparently still held at least one more surprise. During the NOAA Ocean Exploration’s remotely operated vehicle (ROV) dive on April 19, operators were shocked to come across what at first glance appears to be a military jeep.   “It’s a car. That’s a car,” one researcher said during the livestream. “That is a full car.” “Why is there a car on this boat?” asked another team member.There is no immediate explanation for the car’s inclusion aboard the aircraft carrier. Credit: NOAA The vehicle is resting upright close to Yorktown’s elevator 3, according to The Miami Herald. Upon guiding the ROV nearer, researchers noted its flared fenders, chrome trim, rag top, and a spare tire still situated on the back door. “Yorktown’s salvage crew worked tirelessly to jettison anti-aircraft guns and aircraft to reduce its list (after the torpedo strike), but did they leave the car, something they could roll off the side?” NOAA Ocean Exploration marine archeologist Phil Hartmeyer said on Monday. There are at least two theories that could explain why a full car was stashed aboard Yorktown during its final days at sea. The first is that the vehicle was Rear Admiral Frank Fletcher’s flag car, given that Yorktown served as his flagship during World War II. The second hypothesis is that naval officers brought the vehicle aboard for quick repairs after the car sustained damage at the Battle of Coral Sea. Either way, a Reddit thread notes that “none of the [existing] literature… mentioned a car being on board for the battle.” The Yorktown sits nearly upright at the bottom of the Pacific Ocean, approximately three miles underwater. Credit: NOAA “Wonder if the car was intended to be offloaded on Midway following the anticipated engagement with the Japanese (if the US was victorious),” one commenter added. “Hangar space on carriers was (and still is) extremely valuable. Having a car occupying space would be remarkable.” For now, the vehicle remains a curious and surprising find for researchers. But you don’t need to be an ROV pilot or WWII historian to help solve the mystery. “Here’s an open request to all your automobile vehicle folks out there,” one NOAA expedition operator researcher said during Saturday’s livefeed. “I’m sure you are being attentive to this and you understand what you are looking at. Please post on this. It really helps.”

News Climate Earth’s landmasses lost trillions of tons of water this century Scientists link the sharp decline with an increase in global drought and sea level rise A man walks across the dry bed of Lake Ahmad Sar in India in 2015. The total amount of water in Earth’s lakes, rivers and soils has drastically dropped since the turn of the century, a new study finds. The primary culprit: rising global temperatures. SAM PANTHAKY/AFP via Getty Images By Carolyn Gramling 8 seconds ago Earth’s landmasses are holding onto a lot less water than they used to — and this loss is not just due to melting ice sheets. Terrestrial water storage, which includes water in underground aquifers, lakes, rivers and the tiny pore spaces within soil, declined by trillions of metric tons in the early 21st century, researchers report in the March 28 Science. This sharp decrease in freshwater stores is driven by rising temperatures on land and in the oceans, which in turn are linked to an increased global incidence of drought. And given the projected warming of the planet, this trend isn’t likely to change any time soon, say geophysicist Ki-Weon Seo of Seoul National University and colleagues. Sign up for our newsletter We summarize the week's scientific breakthroughs every Thursday.

Nature, Published online: 16 April 2025; doi:10.1038/d41586-025-01142-8Investors and the public should know what quantum devices can and, more importantly, can’t do.

A modeling study looked at how anticipated cuts to international HIV funding would affect the rate of new cases and HIV-related deaths in low- and middle-income countries.

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