SemiAnalysis notes that AMD has entered into agreements with Meta and OpenAI to provide performance-linked warrants, with vesting contingent on the procurement progress of 6GW of AMD Instinct GPUs and AMD’s stock price thresholds. AMD’s stock price has risen from approximately $200 at the beginning of 2026 to its current level of $500 to $600. If the 6GW capacity is fully deployed, the capital cost per GPU hour for Meta and OpenAI would decrease from approximately $2.15 and $2.50 to about $1.60 and $1.75, respectively. If AMD’s stock price rises to $600–$700, the GPU capital cost for both companies could drop to zero. If AMD’s stock price exceeds $1,000, the entire cluster’s capital cost could theoretically approach zero.
AMD stock reaches $600–$700; Meta and OpenAI GPU costs may fall to zero
AiCoinShare
Summary
AMD stock rose to $500–$600, up from $200 in early 2026. A partnership with Meta and OpenAI links warrants to 6 GW of AMD Instinct GPUs and stock performance. If shares reach $600–$700, GPU costs for both companies could drop to zero. Altcoins to watch may respond as the Fear & Greed Index indicates rising market confidence.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.