AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, @AnushElangovan (VP, AI Software at AMD) and @QuentinAnthon15 (VP, AI Engineering at Zyphra) join @sophiadew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson