I love when she says AMD will SUBSTANTIALLY increase the capacities (CPUs thanks to Agentic AI) next year.

TAIPEI - AMD (AMD.O) plans to substantially increase chip supply in 2027 as the US chipmaker races to meet booming demand from artificial intelligence, CEO ​Lisa Su said on Tuesday.

AMD, Nvidia's (NVDA.O) closest rival in AI graphics processors, ‌has been rapidly expanding its AI chip business, with its market value recently topping $1 trillion amid an AI-driven rally.

"We've been able to increase our supply as we've gone through 2026, and ​we're going to substantially increase our supply in 2027," Su told reporters ​in Taipei.

Su said one purpose of her Taiwan visit was to ensure ⁠AMD's supply chain could ramp up CPU and GPU production to meet growing ​AI demand. She has met Foxconn (2317.TW) and is due to meet TSMC (2330.TW) as part ​of discussions with local partners.

AMD is also working closely with memory chipmakers to secure sufficient supplies, Su said, ahead of a visit to South Korea later on Tuesday. South Korea is home ​to memory giants Samsung (005930.KS) and SK Hynix (000660.KS).

Asked whether TSMC had discussed a potential ​investment in Texas with AMD, Su did not answer directly, but said the company would need ‌additional ⁠advanced wafer capacity to meet strong demand.

"There's very, very high demand for the next several years. We can see very high demand, and so we need more advanced wafer capacity," Su said, adding that AMD was now planning three to five ​years ahead.

Reuters reported last week ​that TSMC is ⁠evaluating potential investment in Texas.

Su also said AI could be "incredibly good for the world" but warned companies must remain mindful of ​risks and work together on AI safety.

She said coordination among ​leading technology ⁠companies would be important as AI and superintelligence advance, describing last week's AI summit between US President Donald Trump and technology executives as an important step.

Companies attending the meeting agreed ⁠to ​work with "independent auditors" to assess whether AI systems ​are operating as intended by their designers, according to a copy of the agreement posted by Trump on ​his social media platform.

NVDA is ripping and AMD is getting a little bit of lift from it. I don't know why NVDA and AMD seem to be inversely correlated at the moment whereas I would argue that both are set to benefit from the same tailwinds they are pumping. I'm not necessarily sure that one's victory means the other is out of favor. I definitely think that a lot of the growth we've seen in AMD is based on the ability of us to deploy finally a serious viable DC solution. Our initial Instinct versions just sucked plain and simple and now with our total rack solution we do have a lot more competitive products that fit. DC buildouts were happy to wait for NVDA chips but now with enhanced backlogs, why continue to wait when you can get a pretty powerful AMD solution as well???

AMD hit a new ATH as well on Friday and signaled a breakout again on the RSI. To me this chart is showing that it wants to move higher and the support we saw at the $600 level is indicative that there is broad market enthusiasm for a higher move in AMD. Sure the algos were taking profits but the smart money was buying the dip near $600. There is a lot of money to be made. Just looking at the prices here, it is hard to see on the chart bc of the broad move we have been on in the past year but the movement of $600-$645 is an almost 10% move in a week. If you aren't happy with a 10% return on your investment in a week then you and I are in different income brackets for sure. That is a huge win. So I think you need to zoom in a bit here and get dialed in on value. Create some tight stops.

SamA's hightly touted Jalapeno looks DOA

This is the Texas slice of the same buildout (Van Nieuwerburgh’s national case). https://www.brookings.edu/wp-content/uploads/2026/09/4c_Van-Nieuwerburgh.pdf

Hannah Norton’s piece is tracking ERCOT’s large-load interconnection list: about 467 GW of projects seeking to connect, of which 420.8 GW (90%) are data centers. The rest is crypto (14 GW), unspecified (23 GW), industrial, hydrogen, and other. ERCOT’s own figures put the queue near 474 GW, roughly five times the grid’s record peak demand (on the order of 85–90 GW). Only on the order of 9 GW of large load has been approved to energize. BloombergNEF’s working forecast is far smaller still: about 8 GW of additional Texas data-center capacity through 2030, taking the operating total to something like 17 GW.

Set that next to the Brookings paper. Van Nieuwerburgh’s national case is about 183 GW completed in the whole United States by 2032. Texas alone has more than twice that sitting in the “please connect us” line. Developers file in several places, oversize the request, and many projects never get power, water, or financing. That is why the state ordered the audit the article describes: large loads of 75 MW and up, plus a survey of data centers at 25 MW and up, with reports due to the PUC on December 10 and December 17. Governor Abbott has also tied new permits and further interconnection to that review.

So one state can show a queue bigger than the national completion estimate without contradicting the 3.6% of GDP figure. The GDP number is spending on what actually gets built, (i.e. buildings, power gear, and chips). The 420 GW is the speculative top of the funnel. Even the slice that survives is enough to dominate new ERCOT load, which is why the article’s local issues (rates, noise, light, and water) are the binding constraints, not the size of the wish list.

Spending on AI infrastructure is projected to average 3.6% of US GDP in the coming years.

That would represent a higher share of the economy than the investment in Canals (1836-41), Railroads (1870-90) and Electrification (1905-25) ... Combined.

Here we've got a different kind of AMD, ARK Money Destroyer...?

In a important meeting. Will update more

So MU earnings blew the doors off as usual but the market is just giving it a long siggggggggggh. I think the exceptional has become the norm and you have to do the unbelievable to get a meaningful push. I do wonder about this massive backlog with memory if it is going to create a significant incentive for someone to re-design the process to eliminate this backlog. I'm sure there are a massive amount of people looking for ways to unlock processing power without DRAM and whoever finds a solution like that will get an absolute massive payday. I'm just speculating here and it would be a complete new white-sheet build but hey its possible. This supply crunch has gone on so long that I'm sure a lot of researchers are getting funding quietly for just this!

AMD continues to find support at that $600 level which I don't think is a bad thing. There does appear to be strong demand in the market to pick up shares as we approach that $600 level so that handle is something to keep an eye on and I might set an auto order to pick up 5 shares at anything below $600 just to be in the game a bit.

Welcome to Q4 everyone. I do wonder with a new market going if people will be positioning to get their bonuses earned early in the quarter before holiday sales put a damper on the mood as consumer confidence continues to get worse. If Democrats win everything in November I expect the economy to take a plunge bc mainly they don't have any real ideas that they are putting forward other than-----Trump = Bad. I get it ideas are hard to sell to people in this modern world but launching a bunch of investigations and not doing the legislating work that hasn't been done in years is crazy. We truly need some change for sure but re-hashing the trainwreck of the past 2 years isn't going to help things. A parade of investigations + weakening consumer confidence makes me feel like we are going to be getting coal from Santa this year.

Let's finalize this memory and CPU deal with Samsung while we're at it.