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Scroll down. The same trend is happening for DDR5 prices. It's AI demand.
by loeg 11mo ago
Scroll down. The same trend is happening for DDR5 prices. It's AI demand.
- delfinom 11mo agoMore specifically, it's OpenAI quietly contracting away 40% of global DRAM capacity, only to build wafers of memory and shove it in a warehouse. https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram...
- loeg 11mo agoThey're not the only player trying to buy more RAM. Every hyperscaler is also growing. AWS, MS, Oracle, and Google demand is growing ~100% in 2026. Nvidia demand is growing ~50% in 2026. Supply isn't forecast to improve at all until H2 2026 and it's probably ~all spoken for through at least EOY 2026.