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 a

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...