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Physix Frontier · News Briefing Card (IT Home · Oct 6, 2026)

AMD Stock Hits Record High as Su Says AI Chips Are Sold Out

KEY FACTS

  • AMD shares rose nearly 3% intraday to $649.88, a record high.
  • AMD's market cap reached $1.06 trillion.
  • CEO Lisa Su said computing demand in 2026 is strong, with supply far below demand.
  • AMD expects to significantly expand capacity in 2027.
  • AMD announced last month that it would acquire AI startup World Labs for $8.2 billion.

KEY DATA

$649.88Intraday High
$1.06 trillionMarket Cap
about 30%Stock Gain Last Month
$8.2 billionWorld Labs Acquisition Price

PHYSIX OBSERVATION

AMD's market cap crossing the trillion-dollar mark shows capital markets are now pricing it as the second pole of AI compute. But Su herself admits supply can't keep up with demand, meaning capacity, not orders, is the current bottleneck. For users, the AI chip shortage won't ease anytime soon; for the industry, Nvidia still holds a window until AMD's 2027 capacity expansion lands.

Source: IT Home report