the only thing they can do with 40% of the global dram supply is sell it to someone else. The way it works is that OpenAI will have the DRAM delivered to Nvidi

the only thing they can do with 40% of the global dram supply is sell it to someone else. The way it works is that OpenAI will have the DRAM delivered to Nvidia/AMD/Broadcom to be assembled into the racks that OpenAI buys.