
MSI reveals new Claw A8 handheld with AMD Ryzen power
has held firm in the console market.
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Now it seems MSI is looking to carry forward its legacy to a whole new level as the company has recently revealed the latest Claw A8 BZ2EM handheld gaming PC at Computex 2025. This recently announced system is jam-packed with impressive specs, which has made the gaming community go frenzy over it.
The all new MSI Claw A8 is now revealed
MSI has revealed the MSI Claw A8 BZ2EM along with a new edition of Claw 8 AI+. | Image via MSI.
The recently revealed handheld console is going to be the first leap ever by MSI from Intel-based chips to AMD-powered processors. The MSI Claw A8 BZ2EM is going to feature a custom made
processor, which is designed specifically for handheld gaming.
The main highlight of this processor is its insane power efficiency, which is obviously needed for a handheld device. Not only that, this chip keeps the console a lot cooler, which is again an important aspect for a handheld gaming PC.
Now coming to the GPU, the MSI Claw A8 will boast a Radeon 890M graphic card, which is obviously a part of AMD's APU. The GPU is based on the RDNA 3.5 architecture with 16 computing units, which is best in this segment in terms of visual performance.
Keeping in mind the capability of this APU, this upcoming system is supposed to run modern AAA titles at 1080p with ease.
With an 8-inch full HD (1920x1080) 120Hz touchscreen display, this console will have up to 24 GB of DDR5 RAM along with up to 1 TB of M.2 SSD. However, the most exciting feature has to be its 80Wh battery which is massive for a handheld console. Steam Deck, which is one of the most popular handheld gaming devices in the market right now, has a 40Wh battery.
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So, in Claw A8, it's double.
Despite revealing so much information, MSI is yet to disclose the release date and price details of this highly promising handheld gaming device. Looking at the price of the currently available Claw 8 AI Plus, which is priced at $999.99, the Claw A8 is believed to priced in that similar range.
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Economic Times
3 days ago
- Economic Times
Intel facing a BlackBerry moment as thousands laid off - CEO says too late to catch up with AI as firm falls out of global top 10
Synopsis Intel CEO Lip-Bu Tan made a shocking admission, saying it's now 'too late' for Intel to catch up in the AI race, as the company falls out of the top 10 semiconductor companies. Once a leader in chipmaking, Intel now faces massive layoffs, a $16 billion loss, and increasing reliance on TSMC for chip production. The company has lost ground to rivals like Nvidia, AMD, and Apple, especially in AI and data centers. With a renewed focus on edge AI and agentic systems, Tan promises change, but Intel's future remains uncertain. Read how the tech giant plans to reinvent itself. Reuters Intel CEO Lip-Bu Tan says it's too late to catch up with Nvidia in AI, as Intel drops out of the top 10 semiconductor companies and faces global layoffs, heavy losses, and a complete shift toward edge AI and chip outsourcing. Intel CEO admits it's 'too late' to catch up in AI race as chip giant slips out of top 10 semiconductor firms- Intel, once the undisputed leader of the semiconductor world, now finds itself at a critical crossroads. In a leaked internal discussion, Intel CEO Lip-Bu Tan made a brutally honest admission—he believes it's already 'too late' for Intel to catch up in the AI competition. The statement, shared during a global employee Q&A, reveals just how far the tech giant has fallen, even slipping out of the top 10 semiconductor companies by Tan's own words. This sharp self-assessment highlights the company's struggle to stay relevant amid fierce competition from AMD, Nvidia, Apple, TSMC, and Samsung. While Intel still holds legacy clout, that alone may not be enough to power through the rapidly evolving AI era. And with layoffs underway and massive losses stacking up, the pressure to turn things around has never been greater. Despite having the resources and infrastructure once deemed untouchable, Intel has fallen behind in the AI hardware race. Lip-Bu Tan's comment—"On training, I think it is too late for us"—makes it clear that Nvidia's runaway success in data center GPUs has created a gap that may now be impossible to close. AI development today heavily depends on powerful training hardware, most of which runs on Nvidia's CUDA-based ecosystem. While Intel tried to enter this space with its Habana Labs acquisition and Gaudi AI chips, it never gained the market traction needed to compete with Nvidia's H100s or AMD's MI300X chips. The rise of large language models like OpenAI's ChatGPT only widened the gap, further cementing Nvidia's lead. Instead of pushing further in data center AI, Intel plans to pivot towards edge AI, focusing on bringing artificial intelligence to personal devices like laptops, desktops, and embedded systems—where it still sees growth potential. In what's perhaps the most jarring part of Tan's talk, he reportedly said: 'Twenty, 30 years ago, we were really the leader. Now I think the world has changed. We are not in the top 10 semiconductor companies.' This admission shocked many across the tech industry. While Intel is still a recognized name globally, competitors like TSMC, Nvidia, Samsung, Apple, and AMD have outpaced it in terms of innovation, revenue, and market relevance. Even relatively smaller firms like Broadcom, MediaTek, Micron, and SK Hynix are making waves in specialized markets. According to recent financial data, Intel reported a $16 billion loss in Q3 of 2024, and it's struggling to reverse the trend. The company that once nearly acquired Nvidia for $20 billion is now watching from the sidelines as Nvidia crosses a staggering $4 trillion market cap. Intel's decision to exit the AI training chip space comes as the AI chip market explodes in value. Key stats: Global AI chip market was worth $23.2 billion in 2023 Projected to reach $117.5 billion by 2029 at a CAGR of ~31% Nvidia holds an estimated 90% share in AI training chips Meanwhile, AMD is quickly gaining ground with its MI300 series, and TSMC is dominating as the primary chip manufacturer for Nvidia, Apple, and AMD. While conceding the AI training space, Intel is attempting a pivot: Investing $20 billion in a new Ohio AI chip plant Backed by the CHIPS Act, receiving billions in grants Eligible for a 35% tax credit on investment in U.S. fabs This move aims to revitalize Intel's role as a domestic foundry powerhouse, producing edge and agentic AI chips rather than competing directly with Nvidia's data center dominance. Company AI Focus Area Market Position Key Advantage Nvidia AI training & inference ~90% market share Dominant CUDA software ecosystem, H100/Blackwell chips AMD Data center AI GPUs Rising rapidly Competitive MI300X chips with increasing adoption TSMC Manufacturing/foundry Backbone of AI industry Manufactures chips for Nvidia, AMD, Apple Intel Edge AI (future focus) Minor AI share Investing in U.S. fabs, but far behind in AI chips Intel's once-vibrant CPU leadership has failed to translate into GPU or AI-specific success. Analysts note that even if Intel builds capacity, it lacks the software stack, developer loyalty, and ecosystem that power Nvidia's moat. Intel now hopes to find success in: Edge AI: Chips powering autonomous devices, cars, and smart sensors Agentic AI: AI chips focused on decision-making in real-time systems Foundry services: Becoming a U.S.-based manufacturer for others, not just itself However, these bets are long-term, with profitability and success far from guaranteed. A big part of Intel's decline can be traced to delays in its own chipmaking technology. While AMD partnered with TSMC to produce cutting-edge 5nm and 3nm chips, Intel stuck with its internal foundries. Unfortunately, those fabs fell behind schedule. Intel's own hybrid architecture, similar to ARM's design, didn't take off the way it had hoped. Its Arrow Lake and Meteor Lake CPUs failed to gain significant ground on AMD's Ryzen and EPYC series, especially in high-performance computing. AMD now powers everything from handhelds like the Steam Deck and Rog Ally X, to gaming consoles like the PlayStation 5 and Xbox Series X/S. Meanwhile, Intel's attempts at entering the discrete GPU market with its Arc lineup were too little, too late. The GPUs suffered from driver issues, performance gaps, and poor market timing. By the time Intel showed up, Nvidia and AMD had already cornered the market. There's growing speculation that Intel may split into two entities—one focused on designing chips (like AMD and Apple) and the other running its foundry operations as a separate business. While nothing has been confirmed officially, the strategy could relieve some pressure and allow Intel to act more flexibly. As of 2025, Intel already outsources about 30% of its chip production to TSMC, a move that would have been unthinkable years ago. TSMC is now producing major parts of Intel's upcoming Lunar Lake and Meteor Lake chips, including the GPU and compute tiles. Intel's long-delayed 18A node—the supposed game-changer—isn't expected to be ready until late 2026. This shift to a fabless model, or something close to it, could be Intel's path to survival. Both AMD and Apple have succeeded by focusing entirely on chip design and leaving manufacturing to TSMC. Nvidia has always followed this model, too. To cut costs, Intel has been laying off thousands of employees globally. These layoffs come as part of a larger cost-cutting initiative after heavy R&D spending and failed product launches. According to OregonTech, the company is in "a fight for survival." CEO Lip-Bu Tan, who replaced former chief Pat Gelsinger in late 2024, has signaled a major cultural reset. He emphasized that Intel's comeback would be a 'marathon', not a sprint. The new approach? Fewer distractions and a laser-sharp focus on areas where Intel can still compete—namely edge AI, low-power computing, and eventually reclaiming performance leadership in CPU markets. Tan is also betting big on agentic AI, a fast-growing field where AI systems can operate independently without constant human input. He teased that more executive-level hires are coming to help accelerate the transformation, saying, 'Stay tuned. A few more people are coming on board.' The honest reality is, Intel has already missed the first AI wave. Nvidia owns the training market. AMD is now winning in data centers. TSMC continues to dominate manufacturing. Even Apple's M-series chips are setting new standards in efficiency and performance. Still, Intel isn't dead. It's wounded—yes—but not out. With the right leadership, sharper product focus, and a little humility, the company could still stage a comeback. The road ahead won't be easy, and it won't be fast. But if there's one thing we've seen from tech turnarounds, it's that big brands can rise again—if they're willing to let go of the past. Intel's survival now depends on its ability to adapt—not just to AI, but to a world where speed, specialization, and scale matter more than legacy. The next 18 months will likely determine whether the company can climb back into relevance, or fade deeper into the background. Intel CEO Lip-Bu Tan admits it's "too late" for Intel to catch up in AI training. The company reportedly no longer ranks among the top 10 global semiconductor firms. Intel posted a $16 billion loss in Q3 2024 and is laying off thousands worldwide. The company now outsources 30% of chip production to TSMC. Intel's future focus includes edge AI, agentic AI, and potentially a fabless business model. Q1: Why did Intel CEO say it's too late for AI? Intel CEO Lip-Bu Tan said Intel missed the AI training wave led by Nvidia and can't catch up now. Q2: Is Intel still a top semiconductor company? No, according to Tan, Intel is no longer among the top 10 semiconductor firms globally.


Time of India
3 days ago
- Time of India
AMD stock soars as HSBC predicts $200 target — Is Nvidia's AI crown in jeopardy?
AMD stock price jumps over 4% as HSBC raises target to $200—are AI chips finally putting real pressure on NVIDIA?- AMD stock price surged more than 4% on Thursday after HSBC upgraded its rating to 'Buy' and sharply increased its target price to $200, hinting at nearly 40% upside from current levels. This bullish revision is tied to the company's advancing AI chip portfolio, particularly the MI300X and MI350 series, which analysts now believe can directly challenge NVIDIA's dominance in the booming AI data center space. Investors are taking notice, with big names like Meta, Microsoft, and OpenAI confirming orders for AMD's latest GPUs. How did AMD stock perform today? As of Friday, July 11, 2025 , AMD stock is trading at $144.16 , up $5.74 (+4.15%) from the previous close. This marks one of AMD's strongest sessions in recent weeks, driven by bullish analyst sentiment and renewed AI optimism. 52-week range : $93.12 – $211.00 YTD performance : +27.4% Market cap : $233.2 billion Volume : 56.8 million shares (vs. 30-day avg of 44.3M) by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Warum Seniorinnen in Sachsen ausgerechnet diesem Schuh vertrauen Senioren-Ratgeber Undo Why is HSBC suddenly bullish on AMD stock? HSBC had previously held a cautious view on AMD's AI roadmap, citing modest performance improvements in earlier versions of its accelerators. However, this view changed dramatically following the company's unveiling of the MI350 series in June at its 'Advancing AI' event. Analysts now believe that the MI350—especially the MI355 accelerator—can compete with NVIDIA's Blackwell platform, both on specs and price. HSBC upgraded AMD from 'Hold' to 'Buy' and set a new target of $200, up from its previous view that underestimated pricing power. HSBC analysts estimate the average selling price of MI355 to be around $25,000, which is $10,000 higher than their earlier forecast. Even then, it's still roughly 30% cheaper than NVIDIA's B200 chip, making AMD's value proposition highly competitive. They now project AI GPU revenue to hit $151 billion by FY2026—57% higher than the current market consensus of $96 billion. Live Events What triggered AMD's sudden surge? On July 10, HSBC upgraded AMD from Hold to Buy and doubled its price target from $100 to $200, projecting nearly 40% upside from current levels. 'AMD's AI GPU revenue could hit $15.1 billion by FY2026, far above Wall Street's consensus of $9.6 billion,' HSBC analysts said in their note. Here's what's driving HSBC's bullish thesis: Key Driver Details MI350 Series Matches Nvidia's Blackwell performance at ~30% lower cost (avg selling price ~$25,000 vs. $35,000 for Nvidia). Cost Advantage Lower total cost of ownership (TCO) could attract hyperscalers like Meta, Microsoft, and AWS. Roadmap strength AMD's upcoming MI400/MI450 chips are expected to rival Nvidia's next-gen Vera Rubin platform. AI Ecosystem Expansion Open software tools and ROCm platform improving fast, narrowing the CUDA advantage gap. What are analysts forecasting for AMD? Forecast Metric Estimate FY2025 Revenue (Consensus) $28.7 billion FY2025 EPS (Consensus) $4.42 FY2026 AI GPU Revenue (HSBC) $15.1 billion HSBC Price Target $200 (40% upside) Forward P/E (FY2026) ~32x (if $6.20 EPS materializes) Several analysts, including those from Barclays and Jefferies, are also warming up to AMD's prospects: Barclays : Maintains Overweight , target raised from $160 → $180 Jefferies : Buy , says 'AMD now firmly second in AI race' Goldman Sachs : Still cautious, holds Neutral with $140 target Can AMD's MI300X chip really challenge NVIDIA's H100? The real game-changer in AMD's lineup is the MI300X, which is already being adopted by major hyperscalers. Meta Platforms has confirmed the chip will power Llama 3.1, its next-generation open-source AI model. In addition, Microsoft Azure and OpenAI are exploring deployments of AMD chips for training workloads. Analysts at Jefferies, Raymond James, and Loop Capital have responded by raising their AMD price targets to between $190 and $200. They see potential for AMD to capture a meaningful share of the AI GPU market, previously dominated almost entirely by NVIDIA. The MI300X's strong price-to-performance ratio is driving this narrative shift. Is Nvidia's AI leadership in danger? Nvidia (NASDAQ: NVDA) still dominates the AI chip market with nearly 90% market share , thanks to its: Proprietary CUDA software stack Deep developer base Long-term enterprise relationships Broad product portfolio (H100, Blackwell, Vera Rubin) Yet, AMD's improving chip roadmap and cost-effective GPUs are beginning to turn heads: Comparison Nvidia (Blackwell) AMD (MI350) Performance Best-in-class Competitive parity (per HSBC) ASP (Avg Selling Price) ~$35,000 ~$25,000 Launch Timeline 2024 H2 2024 H2 Ecosystem CUDA, strong developer base ROCm, rapidly growing "AMD is finally closing the AI performance gap. If it can scale supply and support, it could become a serious alternative to Nvidia," said Vivek Arya, Senior Analyst at BofA. What do AMD's latest earnings say about its AI growth? In Q1, AMD reported revenue of $5.47 billion, in line with expectations, with earnings per share (EPS) of $0.62, slightly ahead of Wall Street's forecast of $0.61. The Data Center segment stood out with $2.3 billion in revenue, up 80% year-over-year, thanks to strong uptake of the MI300 line. Meanwhile, revenue from AMD's Client segment fell 25% YoY, and Gaming dropped 6%, reflecting industry-wide slowdowns. However, the company held its gross margin at 52%, and expects to reach 55%+ by mid-2026, driven by high-margin AI chip sales and increased adoption of the Ryzen 9000 series. AMD reaffirmed its $5 billion AI revenue goal by the end of 2025, even as some investors question the timeline. Still, the broader shift in sentiment suggests more are now buying into AMD's AI vision. What are analysts saying about AMD's future valuation? Despite trading at a forward P/E of 52x on expected 2025 earnings, analysts argue AMD's valuation is justified—perhaps even conservative—given its rapidly expanding AI opportunity. If AMD achieves $4B–$5B in AI-related sales by 2025, with an estimated 25–30% operating margin, it could bring in $1.2B–$1.5B in incremental income, boosting overall earnings by up to 25%. This could position AMD alongside other high-growth tech stocks like NVIDIA and Broadcom, which trade at even higher multiples due to their strong AI businesses. Short-term targets : $150–$160 range could be tested in coming weeks if technical momentum holds. Support: ~$135 Resistance: $151.40 (April high) Medium-to-long term : If AMD executes its MI400 launch in 2025 , and AI GPU sales hit $15B+ in FY26, a $200+ valuation is reasonable. Catalysts to watch: Q2 earnings (expected August 5), hyperscaler adoption updates, MI450 development news. Are institutions and traders betting big on AMD stock? Yes, and the momentum is growing. In Q2 2025 filings, institutional investors like Vanguard and BlackRock increased their AMD positions, while hedge funds such as Coatue Management and D1 Capital opened new stakes. Notably, AMD insiders have not sold stock since April, a sign of internal confidence. Retail investors are piling in too. Options trading volumes on AMD jumped 38% week-over-week, with heavy call buying on $180–$200 strike prices for July and August. This suggests short-term conviction is building around a breakout toward the $200 level. What are the risks to AMD's $200 stock target? Despite the strong setup, AMD isn't without risks. NVIDIA's lead in CUDA software and ecosystem loyalty still gives it a competitive edge. AMD must grow its ROCm software and ecosystem fast to win over more developers and customers. TSMC's production constraints may also limit output, especially with rising HBM3e demand. Additionally, Intel's Gaudi 3 chips pose a future challenge if widely adopted. However, analysts say AMD's pricing advantage, first-mover momentum, and real-world design wins make it a serious contender in AI chips—at least for the next few quarters. Is AMD stock a buy at current levels? With real traction from Meta, Microsoft, and OpenAI, rising gross margins, and a sharply upgraded AI revenue forecast, AMD stock (NASDAQ:AMD) is seeing a clear re-rating from Wall Street. If delivery timelines hold and adoption continues, the stock could realistically hit $195–$200 in Q3. The AI chip race is heating up—and AMD is no longer just a follower. FAQs: Q1: Why did AMD stock price rise after HSBC's rating upgrade? AMD stock price rose because HSBC raised its rating to 'Buy' and increased the target price to $200, driven by strong demand for AMD's AI chips. Q2: Is AMD's MI300X chip competing with NVIDIA's AI GPUs? Yes, AMD's MI300X is now seen as a real competitor to NVIDIA's H100, with big tech firms already using it for AI workloads.


News18
7 days ago
- News18
HP OmniBook Laptops With AMD And Snapdragon AI Processors Launched In India: Price, Features
HP OmniBook series comes in the sub-Rs 70,000 bracket in India and offered with AMD and Snapdragon processors. HP is the latest brand to launch affordable AI Windows laptops powered by AMD and Snapdragon processors in India. Asus introduced the VivoBook earlier and now the OmniBook 3 and 5 series models from HP look to entice more people to upgrade as the Windows 10 support deadline nears. The biggest highlight of the AI-powered laptops have been the longer battery life and a slew of Windows 11 features that will need the latest hardware to run. The HP OmniBook 3 series starts at Rs 69,999 for the 14-inch version as well as the 15-inch model. The OmniBook 5 14-inch version costs 75,999 in the country. You can buy the new HP OmniBook 3 and 5 series laptops from online and offline stores in India. HP OmniBook 3 And 5 Series Specifications The OmniBook 3 comes in two versions, 14-inch and 15.6-inch, while the OmniBook 5 has a single 14-inch screen variant. The premium model carries an OLED display with 300 nits peak brightness and offers 2K resolution. HP is using the AMD processor to power the OmniBook 3 model with 16GB RAM and 512GB storage. The OmniBook 3 weighs around 1.45 kg while the OmniBook 5 measures at 1.35 kg. Both models also get batteries that support 65W fast charging. For connectivity, HP is offering Bluetooth 5.3/.4, Wi-Fi 6E, USB C port, DisplayPort 1.4 support, multiple USB Type A ports along with an HDMI port and headphone jack. The dual speaker unit on the models come with HP Audio Boost 2.0 feature and support for its HP AI Companion chatbot. First Published: