4 ms·
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
by xadhominemx 8mo ago
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
- nutjob2 8mo ago"RAM is going to AI: OpenAI has secured up to 40% of the market." https://globalcio.com/news/16062/ https://globalcio.com/news/16062/ You're maybe talking about the spot market, but companies are free to make any sort of supply contract.
- xadhominemx 8mo agoAI slop article
- vel0city 8mo agoOk here's a different analysis: 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...