2 ms·

> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project That sounds like a lot, and almost unbelievable, but the scales of all

> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project That sounds like a lot, and almost unbelievable, but the scales of all of this kind of sits in that space, so what do I know. Nonetheless, where are you getting this specific number and story from? I've seen it echoed before, but no one been able to trace it to any sort of reliable source that doesn't boil down to "secret insider writing on Substack".

jsheard 1y ago
Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month. That number being 40% of global supply comes from third party analysis, but the market is going to notice nearly a million wafers being diverted each month however you slice it. That's a shitload of silicon. https://news.samsung.com/samsung-and-openai-announce-strategic-partnership-to-accelerate-advancements-in-global-ai-infrastructure https://news.samsung.com/samsung-and-openai-announce-strateg... https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month https://www.tomshardware.com/pc-components/dram/openais-star...
- ac29 1y ago
  > Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month The article says: "OpenAI’s memory demand projected to reach up to 900,000 DRAM wafers per month", but not by when, or what current demand is. If this is based on OpenAI's >$1T of announced capex over the next 5 years, its not clear that money will ever actually materialize.