Comment by jsheard
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...
> Samsung directly announced that OpenAI expects to procure up to 900,000 DRAM wafers every month
The article says: "OpenAI’s memory demand projected to reach up to 900,000 DRAM wafers per month", but not by when, or what current demand is. If this is based on OpenAI's >$1T of announced capex over the next 5 years, its not clear that money will ever actually materialize.