According to this he ordered them uncut and unfinished and may just warehouse until needed: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal h

According to this he ordered them uncut and unfinished and may just warehouse until needed: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram... Its still speculative that OpenAI won't go bankrupt and have to free it back to the market, but if it is holding them unfinished it is a supply constraint on finished RAM chips even if not on wafer output.