This discussion examines advancing artificial intelligence on the client, focusing on agentic PCs, tokenomics and endpoint infrastructure. Rahul Tikoo of AMD, senior vice president and general manager, client, appears at AMD Advancing AI 2026 to explain AMD's strategy for bringing agentic AI to endpoints. Tikoo outlines product platforms such as Ryzen AI Halo, Strix and Gorgon Halo and software initiatives including Lemonade, Access and Skills. They describe developer workflows, CIO priorities and practical use cases for running local large language models, LLMs and agent harnesses on PCs.
Key takeaways include that agentic AI moves to the client to reduce cloud token costs and improve latency and privacy, according to Tikoo. Tikoo highlights Ryzen AI Halo's 128 GB unified memory and local LLM capability, semantic routing to decide cloud versus local inference and secure sandboxing and governance. They note this shift reshapes PC economics by turning endpoints into value generators and accelerates refresh cycles, with direct implications for endpoint infrastructure and enterprise AI strategy.
This conversation provides practical guidance for developers and IT leaders on implementing local inference, managing tokenomics and deploying secure agent harnesses on edge devices. It informs decisions for PC manufacturers, software ecosystem partners and enterprise IT regarding refresh planning, governance and performance optimization.
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Rahul Tikoo, AMD
In this interview from AMD Advancing AI (San Francisco) 2026, Rahul Tikoo, senior vice president and general manager of the Client Business Unit at Advanced Micro Devices Inc., joins theCUBE's Dave Vellante and John Furrier to discuss how agentic AI is transforming the PC from a cost item into a value-generating node in enterprise infrastructure. Tikoo explains why the "killer app" for AI turned out to be agentic workflows rather than chatbots, describing how reasoning agents multiply productivity far beyond simple assistants. He details the Ryzen AI Halo platform, built on the Ryzen AI Max+ processor with 128 gigs of unified memory, which lets large language models run locally rather than burning cloud tokens.
The conversation also explores AMD's push to simplify the software stitching this all together, including a semantic router that decides in real time whether workloads run locally or in the cloud. Tikoo highlights new tools such as Access for sandboxing agents and Skills for automating agent setup, both aimed at giving CIOs governance, observability and security over agentic deployments. He notes that agentic PCs are driving faster refresh cycles across the 2 billion-device PC market as machines become always-on desk-side servers running dozens of agents. From Microsoft partnerships around the Agentic OS to AMD's end-to-end reach across CPUs, GPUs, NPUs and the open ROCm ecosystem, Tikoo makes the case for why AMD's full-stack, open approach gives enterprises a genuine alternative for scaling AI from cloud to endpoint.
In this interview from AMD Advancing AI (San Francisco) 2026, Rahul Tikoo, senior vice president and general manager of the Client Business Unit at Advanced Micro Devices Inc., joins theCUBE's Dave Vellante and John Furrier to discuss how agentic AI is transforming the PC from a cost item into a value-generating node in enterprise infrastructure. Tikoo explains why the "killer app" for AI turned out to be agentic workflows rather than chatbots, describing how reasoning agents multiply productivity far beyond simple assistants. He details the Ryzen AI Halo pla...Read more