Post #2454532
2025-12-06 20:52 UTC
@gabrielesvelto@mas.to They're not buying RAM, they're buying wafers. They made this deal with two companies the same day, and each of them didn't know about the deal with the other one. Of course the price spike is because of all the panic buying and stockpiling and not directly of this purchase, but buying the wafers affect RAM production long term.
Replies (1)
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@gabrielesvelto@mas.to 2025-12-06 20:54
@starsider@valenciapa.ws no, they're not. They're not buying anything. Don't trust that article, go read primary sources: https://news.samsung.com/global/samsung-and-openai-announce-strategic-partnership-to-accelerate-advancements-in-global-ai-infrastructure > OpenAI, Samsung Electronics, Samsung SDS, Samsung C&T and Samsung Heavy Industries today announced a letter of intent (LOI) [...] Note, OpenAI can lie about this, because they're not a publicly traded company. Samsung is, and if they had signed an actual multi-billion dollars contract they'd have to report it.