Server CPU demand from major hyperscalers is running hotter than expected. AMD's inventory situation for 2026 is tightening fast—the company is nearly sold out for the year, according to recent analyst commentary. This supply crunch is pushing pricing discussions into the spotlight: there's talk of a potential 10–15% price increase on the table. The tighter supply environment combined with sustained demand from AI infrastructure buildout suggests the chip maker could maintain pricing power through next year. For those tracking semiconductor supply chains and their impact on data center economics, this development signals a notable shift in the balance between supply and demand.