4 ms·
- 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-jo
by 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