They bought in one day a significant % of the worlds memory output for 2026. Two huge deals with two huge companies, announced at the same time. Neither company knew of the other deal. But those deals weren’t even for chips- they were for finished wafers. I doubt very much OpenAI has the facilities to slice and package wafers. So it seems to me the only point of the deal was to kill the DRAM supply market and drive up prices for their competition.
Wouldn’t be surprised if those finished wafers are going straight in the dumpster.
Well, ideally the companies would crash before the chips are actually used, but I’d rather have cheap, used chips than my also used, but older and worse chips or new ones I can’t afford.
Maybe if the companies that secured dibs on the chips crash and have to fold, those chips will end up on the consumer market after all
Is OpenAI likely to fold?
They bought in one day a significant % of the worlds memory output for 2026. Two huge deals with two huge companies, announced at the same time. Neither company knew of the other deal. But those deals weren’t even for chips- they were for finished wafers. I doubt very much OpenAI has the facilities to slice and package wafers. So it seems to me the only point of the deal was to kill the DRAM supply market and drive up prices for their competition.
Wouldn’t be surprised if those finished wafers are going straight in the dumpster.
Yay, a bunch of used gear. Hold me back.
Well, ideally the companies would crash before the chips are actually used, but I’d rather have cheap, used chips than my also used, but older and worse chips or new ones I can’t afford.