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0 pointsxadhominemx1mo ago0 comments

No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.

0 comments

"RAM is going to AI: OpenAI has secured up to 40% of the market."

You're maybe talking about the spot market, but companies are free to make any sort of supply contract.

AI slop article

Ok here's a different analysis:

j / k navigate · click thread line to collapse

0 pointsxadhominemx1mo ago0 comments

No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.

"RAM is going to AI: OpenAI has secured up to 40% of the market."

You're maybe talking about the spot market, but companies are free to make any sort of supply contract.

AI slop article

Ok here's a different analysis:

j / k navigate · click thread line to collapse