Comment by xadhominemx
2 days ago
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
2 days ago
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
"RAM is going to AI: OpenAI has secured up to 40% of the market."
https://globalcio.com/news/16062/
You're maybe talking about the spot market, but companies are free to make any sort of supply contract.
AI slop article
Ok here's a different analysis:
https://www.tomshardware.com/pc-components/dram/openais-star...