logo
Intel, Not AMD, Could Be the Secret to Kickass Next-Gen Handheld PCs

Intel, Not AMD, Could Be the Secret to Kickass Next-Gen Handheld PCs

Gizmodo20 hours ago
Intel is an empire past its prime and is beset on all sides. Just as Paul 'Muad'Dib' Atreides of Dune monologued on the many futures he perceived, there is 'a narrow way through' for the beleaguered chipmaker. The way forward could be with a newfound gaming focus on its next-gen chips. Its desktop CPUs may be getting a gamer-centric upgrade, but the real surprise may be how it could win out in a market it has yet to truly compete in: handheld gaming.
Handheld gaming PCs need Intel to shake things up. It's a thought I couldn't shake loose as soon as I saw leaked benchmark figures for the upcoming MSI Claw A8. The handheld is a sequel to the less-than-stellar MSI Claw 7 and the chunky, though incredibly powerful, MSI Claw 8 AI+. Compared to the last two Intel-based handhelds, the A8 is running on the upcoming AMD Ryzen Z2 Extreme. That chip is an APU, aka an accelerated processing unit, which is a CPU that contains graphics processing capabilities. AMD first announced its flagship chip for handhelds in January this year. We have yet to get our hands on any device showcasing the chip's capabilities in the many months since then.
AMD Ryzen Z2 Extreme@17W (MSI Claw A8)vsIntel Core Ultra 7 258V@17W (MSI Claw 8 AI+)https://t.co/dN3oqGzzCX pic.twitter.com/JNmPJHCkjs
— HXL (@9550pro) August 3, 2025
Leaked benchmarks stemming from Chinese-language social media may explain why we haven't seen too much about AMD's latest chip. The Claw 8 AI+ used an Intel Core Ultra 258V processor made for lightweight PCs, which meant it supported Intel's ARC 140V graphics capabilities. These benchmarks show the Intel and AMD chips are nearly on par with each other in games like Far Cry 6 and Hitman 3. The Ryzen Z2 Extreme gets around five more frames per second in titles like Assassin's Creed Shadows and Monster Hunter Wilds. Sure, AMD's chip seems better than Intel's at this wattage, but it's not that much better considering the 258V wasn't explicitly built with this form factor in mind.
More leaked benchmarks from the MSI Claw A8 don't give AMD much more of a soapbox to tout its capabilities. YouTuber ETA Prime showcased how the Ryzen Z2 Extreme compares to the last-gen Z1 Extreme from close to two years ago. The Z2 is running on the chipmaker's latest Zen 5 chip microarchitecture and ostensibly has more cores on the updated RDNA 3.5 GPU cores to output better graphics capabilities. While it does much better in synthetic benchmarks than the previous gen, in games like Cyberpunk 2077 and Shadow of the Tomb Raider, the Z2 Extreme only showed an average of four or five frames per second higher than the Z1 Extreme. If you already have a handheld with the older flagship, it will be hard to justify dropping even more money on an updated device. Rumors suggest the high-end handhelds of today could be very costly.
AMD's latest may be disappointing to some, but Intel may actually have a chance of beating its major competitor at its own game. For one, Intel's general manager of client AI and technical marketing—Robert Hallock—previously confirmed with Laptop Mag (RIP) that Intel plans to make handheld-centric chips. Those Intel chips mentioned before, which are part of the Lunar Lake family of CPUs, could become even more graphically capable with the next generation (codenamed Panther Lake). Leaks of a shipping manifest posted last week by leaker X86deadandback (via PCGamer) indicate the next generation of Intel's mobile chips will have 50% more of its graphics cores. The latest rumors suggest Intel will also upgrade its graphics cores from Xe2 to Xe3.
We don't know what that means for practicality's sake. More cores with better rendering capabilities don't speak to the chip's architecture. If it can combine better graphics capabilities with better AI upscaling capabilities than the current XeSS 2, Intel's next mobile chips could be a far larger boon for handhelds than AMD. The only question remaining is whether we'll see a handheld with an 'Intel Inside' sticker beaming like a happy child on the side of the device. We know the Lenovo Legion Go 2, alongside the Asus ROG Xbox Ally X, will house the Z2 Extreme. The other lingering issue is that Valve's SteamOS, which is—for the time being—a better option for handhelds than Windows, only supports AMD's Ryzen Z series of APUs, not Intel. There are many mountains to climb before 'Team Blue' can make a statement, and it better make one soon before AMD can catch up.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Palantir stops the show: Opening Bid top takeaway
Palantir stops the show: Opening Bid top takeaway

Yahoo

time19 minutes ago

  • Yahoo

Palantir stops the show: Opening Bid top takeaway

The AI trade continues to steal the show. Palantir (PLTR) has the hottest ticker page on Yahoo Finance today after the company's stellar earnings last night. The defense tech play broke $1 billion in sales in a quarter for the first time. Co-founder and CEO Alex Karp — wearing a white T-shirt on the earnings call — signaled the AI revolution is just beginning and haters should consider giving up their bear cases on the stock. "So thank you for all of our supporters, and we should entertain questions, but this is a once-in-a-generation truly anomalous quarter, and we're very proud, and we're sorry that our haters are disappointed, but there are many more quarters to be disappointed, and we're working on that too," Karp opined. Pouncing on the AI optimism, Bank of America published a bullish note on Nvidia (NVDA) weeks ahead of its Aug. 27 earnings report. Analyst Vivek Arya said Nvidia's quarterly sales will easily beat estimates and third quarter guidance will be upbeat due to Blackwell chip demand. If there is a hiccup in the quarter and outlook, Arya warns it could come from China — where Nvidia's H20 chip may be subject to potential security probes by Chinese regulators. Arya's $220 price target assumes about 22% upside in Nvidia's stock from current levels. "It's really gravity-defying how much capex is going into AI," Lou Basenese, chief strategist at the Basenese Group, told me on Yahoo Finance's Opening Bid. All this as investors buy the slight dip in the markets ahead of a potential Fed rate cut in September. But without question, Palantir's results left a mark on the minds of investors. Zoom-in: Palantir hits it out of the park Palantir cleaned up on government business and large companies in the quarter. Results beat estimates and accelerated from the first quarter. Karp took to his soapbox on the earnings call to slam critics and hype up his business. Here are the earnings day wins: Sales up 48% from the prior year. US commercial operating margins advanced 890 basis points year over year. The top line accelerated sequentially by major business segment. Bookings growth accelerated sequentially. Full-year sales guidance was raised by 6 percentage points to 45% year over year vs. previous expectation of 36% year over year. The implied fourth quarter revenue guidance was 10 percentage points ahead of consensus, implying revenue growth in the low-40s versus consensus expectations of 32%. "Palantir delivered a show-stopping Q2," Citi analyst Tyler Radke said. Shares rose 8% on the session. The question now is how far Palantir's stock could run into the third quarter earnings release in a few months. It will be hard to poke a hole in the bullish narrative, even in the face of an outsized valuation. Palantir had a shockingly good quarter, and guidance was impressive. The AI revolution only seems to be speeding up, judging by earnings results from Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG, GOOGL) in recent weeks. "We believe in the next few years Palantir has the potential to be a trillion dollar market cap as the AI Revolution takes hold," said Wedbush analyst Dan Ives. Palantir's current market cap: $410 Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

What analysts are expecting from AMD's second quarter results
What analysts are expecting from AMD's second quarter results

CNBC

time22 minutes ago

  • CNBC

What analysts are expecting from AMD's second quarter results

Analysts on Wall Street think Advanced Micro Devices is well-positioned heading into second-quarter results late Tuesday. Investment banks from Bank of America to Wells Fargo to UBS point to rising demand from both data center expansion as well as AMD's core graphic and central processing unit business as likely catalysts for the Santa Clara, Calif.-based chipmaker to surpass Wall Street estimates. Melius Research also noted that a resumption of shipments to China could serve as an additional tailwind. AMD is slated to report results after the stock market closes on Tuesday. Analysts polled by FactSet forecast earnings per share of 48 cents on revenue of $7.4 billion. Shares have advanced more than 46% so far in 2025, through Monday. Here's what analysts on Wall Street are looking for in AMD's second-quarter results. Bank of America: buy rating, price target to $200 from $175 Analyst Vivek Arya raised his price target on AMD to $200 per share from $175 per share in a note to clients last week, adding that the company's outlook for PC's in the second half of the year has become "potentially de-risked" thanks to consumers trying to get ahead of President Donald Trump's tariffs. Arya's forecast calls for about 13% upside from Monday's $176.78 close. "Moreover, we note a continued strong cloud capex environment, as well as likely strong pricing for its current-gen MI355X could drive further upside in the current strong-double-digit growth expectation," the analyst said. Wells Fargo: overweight, $185 price target Analyst Aaron Rakers' forecast implies about 5% upside for AMD stock. Rakers raised his profit and revenue estimates in a mid-July note, to 47 cents per share from 44 cents, and to $7.49 billion from $7.395 billion. "We are positive on AMD's ability to continue gaining share in the server and PC CPU markets, increasing traction in datacenter GPUs, positive/accelerating incremental operating leverage, and ultimately, earnings power in excess of $6/share by 2025," the analyst said. UBS: Buy ,price target $210 from $150 The bank expects an "upside bias" to AMD's second-quarter results this week, driven by strength in both its PC and server business. UBS' $210 per share target price would equal about 19% upside. "Our model suggests AMD will already by annualizing $10B of DC GPU revenue exiting the year, which we think makes our updated ~$13B estimate for C2026 (up from $11B previously) well within reach considering the strong customer interest we have heard for rack-scale MI400 Helios systems," analyst Timothy Arcuri said. Melius Research: buy, $175 price target Analyst Ben Reitzes' forecast implies roughly 1% downside for AMD stock. "We estimate China could add $3B to AI revenue on an annualized basis, meaning AI revenue could top $15B next year, well above prior consensus. AMD's multiple should also benefit as China gets added back in the [total addressable market]," the analyst said in mid-July. "The key to forecasts seems to be whether AMD can add a second chip like Nvidia is doing with the RTX PRO, to better serve China's evolving needs. If this happens, we think revenues can resume a $700mm/quarter plus run rate given the explosion of demand for compute in China post DeepSeek," he added.

Shopify Q2 Preview: Tariff Noise and GMV Leverage in Focus
Shopify Q2 Preview: Tariff Noise and GMV Leverage in Focus

Yahoo

timean hour ago

  • Yahoo

Shopify Q2 Preview: Tariff Noise and GMV Leverage in Focus

Shopify (NASDAQ:SHOP) reports second-quarter 2025 earnings before the open on August 6. Analysts forecast EPS of $0.29 on approximately $2.54 billion in revenue, about 25% YoY growth. Shares are up roughly 92% over the past 12 months and 9% below its 52-week high hit in February 2025. Investor focus remains on GMV, monetization, and merchant exposure to trade friction. Last quarter, total GMV grew 23% to $75 billion. Analysts will look for continued momentum in platform sales, take?rate stability, and revenue per merchant, particularly within Merchant Solutions, where margins are more exposed to cross-border trade costs. Tariffs have become a merchant-level risk. Shopify executives highlighted at Q1 earnings that just 1% of GMV originates from Chinese imports, but cross-border commerce contributed 15% of total GMV. The elimination of the U.S. de minimis exemption for China means merchants now face duties on low-value imports. Shopify has responded with AI-powered tariff guidance tools and expanded duties?collection functionality at checkout to help merchants mitigate cost exposure and friction. AI and international merchant expansion also matter. Shopify continues to roll out AI tools to drive merchant efficiency and boost international cross-border sales. Investors will assess whether Q2 commentary confirms traction in these segments, especially Europe, Managed Markets, and new logistics partnerships, all critical to sustaining profitability as trade friction rises. At a valuation pricing in robust growth, Shopify needs Q2 commentary that reaffirms GMV momentum, merchant loyalty, and the value of its trade?navigation toolkit. Any sign of softening volume or take?rate pressure could signal vulnerability. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store