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Lisa Su: Ryzen commercial PC business achieved >50% sell-through growth YoY with new wins across technology, financial services, healthcare, and aerospace; commercial segment becoming key driver of client growth
Lisa Su· AMD· AI· 2026-05-06· about AMD, Dell, HP, Lenovo (implied) (AMD)
“Commercial was a key highlight in the quarter with sell-through of Ryzen Pro PCs increasing more than 50% year-over-year as Dell, HP and Lenovo broadened their AMD offerings. We also closed new enterprise wins across large technology, financial services, health care and aerospace customers.”
Why it matters
Commercial PC momentum indicates AMD is winning across diverse enterprise segments, not just cloud/AI datacenters. >50% sell-through growth suggests OEM demand is strong and AMD is gaining share from Intel in commercial channels.
Investment implication
Enterprise software vendors (security, management, productivity) should optimize for AMD Ryzen Pro. Companies providing commercial-grade motherboards, BIOS, and firmware will benefit from increased Ryzen deployments. Device management vendors will see increased AMD fleet coverage.