It is absolutely foul play.

OpenAI made secret deals with DRAM manufacturers, not for memory chips but for finished wafers straight out of the Fab. Then announced them both on the same day, meaning they had a one fell swoop purchased 50+% of the world’s memory supply for 2026.

OpenAI does not (as far as anyone knows) have the machinery to process these wafers, to slice them up and package them into memory chips.

Which means the only purpose of this move was to kill the global DRAM supply and drive up prices for the competition.

Personally I wish regulators would take a hard look at this deal.