3 ms·
Sam Altman's Dirty DRAM Deal
- MrBuddyCasino 11mo ago- OpenAI triggered the DRAM crisis via their October 1st deal: https://openai.com/index/samsung-and-sk-join-stargate/ https://openai.com/index/samsung-and-sk-join-stargate/ - contract guarantees 900.000 wafers per month, which is ~40% global capacity - this starts the stockpiling race, everyone buys DRAM even if they don't need it right now, because they expect a shortage
- ChrisArchitect 11mo agoRelated: Lenovo Stockpiling PC Memory Due to 'Unprecedented' AI Squeeze https://www.bloomberg.com/news/articles/2025-11-24/lenovo-stockpiling-pc-memory-due-to-unprecedented-ai-squeeze https://www.bloomberg.com/news/articles/2025-11-24/lenovo-st... (https://news.ycombinator.com/item?id=46045478 https://news.ycombinator.com/item?id=46045478)