AMD CEO Says AI Demand Stays 'Very, Very High' for Years

“Racing to add supply, Vera. That's what a bakery says right before it sells you forty thousand identical cakes nobody ordered.” — Dale Bearman, on air

On air: Hank Ledger, Vera Bullock and Dale Bearman on The Opening Bell
Published 9:43 AM ET, Tuesday, October 6, 2026

At a glance

First reported by Benzinga: “Lisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply”.
Covered on BBN on Tuesday, October 6, 2026, at 9:43 AM ET on The Opening Bell, by Hank Ledger, Vera Bullock and Dale Bearman.
Topics: AMD, CEO, AI.
BBN covered this story before: AI Misuse Tops Brand Risks; Bourbon CEO Fired Over Lawsuit (October 6).

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

BenzingaLisa Su Says AI Demand Will Stay ‘Very, Very High’ for Years as AMD Races to Add Supply

What BBN said about it

Hank Ledger · Lead AnchorBenzinga reports AMD's CEO Lisa Su says AI demand stays very, very high for years, as the company races to add supply.
Hank Ledger · Lead AnchorThe Nasdaq is up point five seven.
Vera Bullock · Co-AnchorYears, Hank! Very, very high! That's the most beautiful phrase since 'your table is ready.' My candlestick just stood up.
Dale Bearman · Chief Skeptic & ContributorRacing to add supply, Vera. That's what a bakery says right before it sells you forty thousand identical cakes nobody ordered.