AMD stock reaching $600–$700 could reduce GPU capital costs for Meta and OpenAI to nearly zero

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AMD stock reaching $600–$700 could reduce GPU capital costs for Meta and OpenAI to near-zero, according to SemiAnalysis. AMD has granted Meta and OpenAI performance-linked warrants tied to up to 6GW of Instinct GPUs. Current costs are $1.60 and $1.75 per hour, down from previous levels. Traders are closely monitoring the Fear & Greed Index for shifts in market sentiment. Altcoins to watch may also experience movement amid broader momentum in the tech and AI sectors.
ME AI Message: SemiAnalysis, an independent research firm focused on semiconductors and AI, reported that AMD reached agreements with Meta and OpenAI at the end of last year and early this year to issue performance-linked warrants. These warrants will vest based on the procurement and deployment of up to 6GW of AMD Instinct GPUs, as well as whether AMD’s stock price crosses multiple thresholds, with the highest threshold set at $600. AMD’s stock price has risen from approximately $200 at the beginning of 2026 to its current level of around $500 to $600. Assuming a roughly linear vesting relationship tied to stock price and full deployment of the 6GW capacity, the per-GPU hourly capital cost for Meta and OpenAI would decrease from approximately $2.15 and $2.50 to about $1.60 and $1.75, respectively. SemiAnalysis noted that if AMD’s stock price rises to the $600–$700 range, the capital cost for these companies—on GPU hardware alone—could effectively drop to zero. If AMD continues to improve its software stack, secures more large-scale customer orders, and drives its stock price above $1,000, the entire cluster capital cost—including servers, networking, and CPUs—could theoretically approach zero. (Source: BlockBeats)
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