AMD has announced that it will hold its annual Financial Analyst Day in New York on November 11, 2025. The event will feature presentations from AMD’s executive leadership, providing updates on the company’s long-term strategy, growth opportunities, technology roadmaps, and financial outlook.
AMD’s Next-Generation Roadmap #
At its 2022 Financial Analyst Day, AMD introduced Zen 5 CPUs, RDNA 3, and CDNA 4 GPUs, along with their product families. This year, the focus is expected to shift heavily toward AI and data center innovations.
Key announcements may include:
- Zen 6 CPUs: Codenamed Venice and Verano, aimed at data center workloads.
- Future Zen roadmap: Potential first look at Zen 6 and Zen 7 timelines.
- Instinct AI accelerators: Updates to the MI400 and MI500 series, which have already moved to an annual release cycle.
- Client-side CPUs: Zen 6-based processors for consumer and enterprise PCs.
- Gaming GPUs: Early details on RDNA 5 (and possibly UDNA) graphics architectures.
Together, these updates would signal AMD’s continuing push to strengthen its position in AI computing, high-performance data centers, and the gaming market.
Intel’s Bartlett Lake-S: New Steppings and Market Speculation #
While AMD prepares for major announcements, Intel’s Bartlett Lake-S processors have also drawn attention. The first models, launched earlier this year, use the LGA 1700 socket and are primarily designed for embedded systems.
Stepping Variants #
- 12P-core version (pure P-core design): Uses A0 stepping
- Hybrid P-core + E-core versions: Use H0, C0, and B0 steppings
This confirms that Intel has developed multiple configurations of Bartlett Lake-S, though not all will see wide release.
Consumer Market Speculation #
There are rumors that a 12 P-core version might eventually reach retail markets. However, Intel’s own documents classify Bartlett Lake-S as part of the Core 200S Edge series, targeting embedded applications. No mention has been made of a consumer-facing variant.
Current Specs #
- Up to 24 cores (8P + 16E)
- Boost clock up to 5.6 GHz
- DDR5-5600 memory support
- PCIe 5.0 and ECC memory support
- Integrated Xe graphics
- Current flagship: Core 7 251E
Even if a 12 P-core model reaches retail, its impact may be limited. With falling prices for AMD Ryzen 9000 and Intel Core 200 series CPUs, most consumers are expected to migrate to newer platforms instead.
Final Thoughts #
AMD’s Financial Analyst Day 2025 is shaping up to be a major showcase of its long-term vision for Zen 6, Zen 7, RDNA 5, and AI accelerators, underlining its ambitions in both consumer and enterprise markets.
At the same time, Intel’s Bartlett Lake-S updates show the company’s ongoing work in embedded and hybrid CPU designs, though its consumer roadmap remains less clear.
Heading into 2026, both companies are doubling down on AI, gaming, and data center performance—setting the stage for an intense battle for leadership in the next era of computing.