While they have started teasing this only now, I am more in the camp “they wrapped up the planning and architectural designs for 2026 IPs” as the reason why they start talking about it.
They have had 5 years of insights from RDNA and CDNA products out in the wild. These ecosystem feedbacks and observations are not a random surge out of nowhere in this past few weeks.
Also given the CDNA-RDNA run has close to 5 years since first product launch by now, it is not a total surprise that the next multi-year architectural roadmap (incl. high level architectural features & big bets) is due or done by now.
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