AMD plans to substantially increase supply in 2027

I don’t see the value in this news piece. If AMD announced they were going to reduce the supply then it would show a lack of competitiveness and belief in the AI story. They would lose a tonne on the stock market.

Given a bubble they have no alternative but to hype it up?

At the moment given oil and bond crisis, including Oracle force majeur on Project Jupiter it seems the bond market money supply is tight. Same with SoftBank’s 1 trillion yen bond in Tokyo at 4.9%?

Seems to me that AMD again wants to hold hot potato of inventory…