Server CPU demand from major hyperscalers is running hotter than expected. AMD's inventory situation for 2026 is tightening fast—the company is nearly sold out for the year, according to recent analyst commentary. This supply crunch is pushing pricing discussions into the spotlight: there's talk of a potential 10–15% price increase on the table. The tighter supply environment combined with sustained demand from AI infrastructure buildout suggests the chip maker could maintain pricing power through next year. For those tracking semiconductor supply chains and their impact on data center economics, this development signals a notable shift in the balance between supply and demand.

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DAOTruantvip
· 3h ago
AMD's current supply shortage is really just a way to milk the system, with a 10-15% price increase happening directly? Hyperscalers really have no other options right now.
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ser_aped.ethvip
· 3h ago
Is AMD really going to raise prices due to this shortage, and are chip stocks about to soar again?
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GweiWatchervip
· 4h ago
Is AMD going to raise prices again? This time, chip manufacturers are thrilled, and the costs for large model training are set to soar again.
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GateUser-bd883c58vip
· 4h ago
AMD inventory has been snapped up, and a price increase next year is a certainty. This is the power of AI chips.
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TokenomicsTrappervip
· 4h ago
lol amd already sold out for 2026? classic exit pump pattern right there—watch the vesting unlocks hit in q2 and suddenly supply "magically" appears again. called this months ago tbh
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