Comment on DRAM prices are spiking, but I don't trust the industry's reasons why

treadful@lemmy.zip ⁨4⁩ ⁨days⁩ ago

For example, OpenAI’s new “Stargate” project reportedly signed deals with Samsung and SK Hynix for up to 900,000 wafers of DRAM per month to feed its AI clusters, which is an amount close to 40% of total global DRAM output if it’s ever met. That’s an absurd amount of DRAM.

Will these even be useful on the second hand market, or are these chips gonna be on specialized PCBs for these machines?

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