From a supply-chain perspective, here’s a quick look at OpenAI’s plan to start deploying 1 GW of AMD MI450 systems in 2H26—and what it could mean for Nvidia.1. There have been no significant changes to AMD’s 2026 CoWoS orders over the past two weeks.2. 1 GW MI450 deployment translates to roughly 50K CoWoS-L wafers. Current estimates put AMD’s 2026 CoWoS orders at 60K–80K wafers (80–90% for MI400 series). This means AMD's current CoWoS order plan is sufficient to support the 1 GW build-out, under both optimi ...