alt Hacker NewsAMD has been #1 for HPC and #2 in AI for a very long while. The currently shipping Helios systems go toe to toe with nVidia's next gen that aren't even shipping, yet (by nVidias own numbers).
These are multi-million dollar datacenter systems, not consumer. If you mean the consumer market, it's coming but it's going to be 2028-29 most likely (if the bubbled hasn't popped by then).
Strix Point is quite good but not the same thing as a DGX, though. Same idea, different methodology.
AMD's "datacenter HPC without consumer HPC" strategy was one of the biggest corporate whiffs in history. If AMD had taken consumer GPGPU seriously at any point in the decade leading up to LLM takeoff, they wouldn't have had to stand on the sidelines for years as NVDA charged 80% margin on matrix multiplication. They could have had 1/2 or even 1/1 market cap compared to NVDA. Instead, they have a tenth, and even that's largely grace in the forward looking estimations.