reply With AMD’s share price shooting up from the ~$200 range in early 2026 to around $500-600 range now, this means that Meta and OpenAI’s capital cost of ownership (assuming vesting with respect to price level is roughly linear, and that the full 6GW of capacity is deployed) has dropped from ~$2.15/hr/GPU and ~$2.50/hr/GPU to only ~$1.60/hr/GPU and ~$1.75 respectively! (2/3)

reply With AMD’s share price shooting up from the ~$200 range in early 2026 to around $500-600 range now, this means that Meta and OpenAI’s capital cost of ownership (assuming vesting with respect to price level is roughly linear, and that the full 6GW of capacity is deployed) has dropped from ~$2.15/hr/GPU and ~$2.50/hr/GPU to only ~$1.60/hr/GPU and ~$1.75 respectively! (2/3)

Source:https://x.com/SemiAnalysis_/status/2084278534088835480