one half of this keynote sells you the cloud forever, the other half shows the chip that lets you stop renting it this is the other half, AMD's CEO holding the chip in her hand 00:00 - Lisa Su introduces the Ryzen AI Halo, a system built for local AI 00:29 - the line that matters, it runs models up to 200 billion parameters locally, not connected to anything 00:42 - a 200 billion parameter model, the tier of the top paid AI plans, on a desktop that fits in your hand so the cloud wants $200 a month, forever, for access you never own this is the box that runs the same class of model with nothing leaving the room that is the whole point of my breakdown, the $200 a month was never the intelligence, it was the meter and the meter just became optional most people will see a spec demo the part that matters is what it lets you stop paying for full breakdown below