Post #2454534
2025-12-06 20:58 UTC
@gabrielesvelto@mas.to From your link: "With OpenAI’s memory demand projected to reach up to 900,000 DRAM wafers per month"
So OK, maybe "bought" is an exaggeration, but "is reserving 40% of RAM wafers" is still pretty impactful, esp. considering they did it unbeknownst to the other company.
Replies (1)
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@gabrielesvelto@mas.to 2025-12-06 21:03
@starsider@valenciapa.ws that statement is written on water until they sign an actual deal where OpenAI puts forwards money to pay for it, and OpenAI is extremely unlikely to have that kind of money. That being said Samsung management can make stupid decisions and reallocate production based on that letter of intent alone. Or they can not do it at all, because the chaos this has caused is already benefitting them, at least in the short term.