AMD pushes ROCm for agentic workloads while Intel holds on to OpenVINO
AI agent programs like OpenClaw and Hermes launched in the second half of 2025. This sparked a trend of "keeping lobsters" for on-device AI models. These agents are designed to work with local AI processing. The development points to a shift towards more sophisticated edge AI applications.
The rise of "keeping lobsters" reflects a critical shift. On-device AI models are now pairing with new AI agent programs. This began in the second half of 2025 with launches like OpenClaw and DeepSeek Harness. The trend moves AI processing closer to the user, reducing reliance on cloud infrastructure.
For Asia, this means new opportunities for local hardware manufacturers. Companies in Taiwan and South Korea, already strong in chip production, can capitalize. They will supply the specialized silicon needed for these agentic workloads. This also creates a competitive pressure for cloud providers in the region to adapt their offerings.
The thing to watch is the adoption rate of these on-device agents through 2027. If enterprise and consumer uptake is strong, it will validate the shift from centralized cloud AI. This would accelerate investment in edge AI hardware across Asian markets.
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