Comment by embedding-shape
Comment by embedding-shape 2 days ago
> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project
That sounds like a lot, and almost unbelievable, but the scales of all of this kind of sits in that space, so what do I know.
Nonetheless, where are you getting this specific number and story from? I've seen it echoed before, but no one been able to trace it to any sort of reliable source that doesn't boil down to "secret insider writing on Substack".
Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month. That number being 40% of global supply comes from third party analysis, but the market is going to notice nearly a million wafers being diverted each month however you slice it. That's a shitload of silicon.
https://news.samsung.com/samsung-and-openai-announce-strateg...
https://www.tomshardware.com/pc-components/dram/openais-star...