Did OpenAI's order actually kickstart the "panic" over RAM?
Are they really such a big RAM buyer?
Are they really such a big RAM buyer?
> OpenAI’s rapid growth, fueled by the success of ChatGPT and other AI products, led to a landmark agreement in October to purchase 900,000 DRAM wafers per month from Samsung and SK Hynix—amounting to roughly 40% of global supply. This surge in demand, coupled with limited manufacturing capacity, sent prices for memory kits skyrocketing. [0]
[0]: https://peq42.com/blog/openai-canceling-many-large-purchase-...
If I booked half a hotel's rooms then suddenly said "yeah never mind. Half my friends cancelled and we're not staying", basically any hotel would be coming at me for my money because there's no way they can fill their rooms now and they're losing revenue. But OpenAI can really get the whole world to pivot towards it then say "cool but we don't need your product anymore" and RAM makers are just going to let it go.
Whoever decided that was a good idea needs to be fired and publicly shamed.
if anything, OpenAi might be in on it