AMD to Increase AI Investments Amid Rising Demand for Computing Power

AMD plans to accelerate investments in artificial intelligence (AI) due to insufficient computing capacity to meet rising demand. CEO Sergio Santos asserts that AI is not a bubble, as the technology is here to stay and will continue to expand through 2030. The company is focusing on open models to foster development across various industries while addressing chip demand and production adaptation. Brazil's clean energy matrix could position it favorably in the global semiconductor supply chain, despite logistical challenges.

Published Mar 30, 2026

AMD will increase its investments in artificial intelligence (AI) to address the growing demand for computing power. CEO Sergio Santos stated that the current computing capacity cannot meet this demand and dismissed concerns about an AI bubble, predicting continued investment growth through 2030.

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Santos emphasized the need for open models to enhance AI development across industries. The rising demand for AI data centers is also affecting chip supply and costs. Brazil is positioned to play a significant role in the semiconductor supply chain due to its clean energy resources, despite facing logistical challenges.