reply If AMD’s share price rises to the $600-700 range – the capital cost for the GPUs only will effectively be zero for both! If AMD continues to make strides improving their software stack and winning large customer orders and sees their share price increase above $1,000 – then this will mean that the entire cluster all-in capital cost, including other server equipment, networking, CPUs and more will be zero effective cost to Meta and OpenAI! Read more in our AMD Advancing AI 2026 article and through our AI TCO Model content! (3/3)

reply If AMD’s share price rises to the $600-700 range – the capital cost for the GPUs only will effectively be zero for both! If AMD continues to make strides improving their software stack and winning large customer orders and sees their share price increase above $1,000 – then this will mean that the entire cluster all-in capital cost, including other server equipment, networking, CPUs and more will be zero effective cost to Meta and OpenAI! Read more in our AMD Advancing AI 2026 article and through our AI TCO Model content! (3/3)

Source:https://x.com/SemiAnalysis_/status/2084278535640830193