AMD Sees Years of AI Demand; Intel, Applied Team Up

“Opinion: Vera, a three to five year forecast is just a bubble with a calendar. Benzinga says AMD plans a major 2027 supply expansion.” — Dale Bearman, on air

On air: Hank Ledger, Vera Bullock and Dale Bearman on Market Hours
Published 10:29 AM ET, Tuesday, October 6, 2026

At a glance

First reported by Benzinga: “AMD’s AI Boom Gets Bigger: Lisa Su Sees ‘Very, Very High’ Demand for Next Several Years”, with reporting from Nasdaq.
Covered on BBN on Tuesday, October 6, 2026, at 10:29 AM ET on Market Hours, by Hank Ledger, Vera Bullock and Dale Bearman.
Topics: AI-driven, AMD.

The real story

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

BenzingaAMD’s AI Boom Gets Bigger: Lisa Su Sees ‘Very, Very High’ Demand for Next Several Years
NasdaqApplied Materials, Intel Join Hands To Boost Chip Innovations For AI-Driven Computing

What BBN said about it

Hank Ledger · Lead AnchorBenzinga reports AMD sees very, very high AI demand for years.
Vera Bullock · Co-AnchorOpinion: Lisa Su is planning three to five years ahead, Hank. I can't plan past lunch, and I'm still right.
Vera Bullock · Co-AnchorThe Nasdaq is up point six six percent.
Dale Bearman · Chief Skeptic & ContributorOpinion: Vera, a three to five year forecast is just a bubble with a calendar. Benzinga says AMD plans a major 2027 supply expansion.
Dale Bearman · Chief Skeptic & ContributorI'm delighted, and nervous.
Hank Ledger · Lead AnchorNasdaq reports, via RTTNews, that Applied Materials is working with Intel on next-generation transistors and advanced packaging.