AMD chief executive Lisa Su says demand for computing continues to run above supply, and she expects strong demand for the next several years. AMD shares rose in early trading on Tuesday after her remarks. Su said AMD plans to "substantially increase" supply in 2027, adding the company has already raised supply this year but could use more. AMD is working with memory suppliers and customers to bring capacity online together, while keeping its business model unchanged. Her comments headline a week of major AI investment news. Roughly 80 per cent of Anthropic's planned $518 billion in cloud and compute spending over the next decade is non-cancellable or payable regardless of use, adding certainty to the AI buildout. SpaceX and TSMC are exploring a Terafab partnership in Texas. Autonomous AI agents are also driving robust cybersecurity demand, as enterprises grapple with securing agent-driven workflows and persistent automated traffic hitting public services.