0
Deep & Emerging Tech·November 3, 2026·1 min read

AMD Sales Forecast Tops Estimates on Soaring AI Chip Demand

Share

AMD beating on AI data center demand means GPU scarcity is turning into a multi-vendor, multi-architecture world — not a single-supplier story. Infra teams should be validating their stacks on AMD now, from frameworks to inference tooling, to avoid being boxed into one vendor’s roadmap and pricing.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.