Do we know what they're using it for? I mean not reselling would imply the chips go on some OpenAI specific proprietary hardware directly, rather than it being sold back to OEMs to buy more GPUs or other off the shelf accelerators.

> They've seen that coming, this is why there isn't a massive expansion to meet the demand rise and instead they're letting "demand destruction" happen. A decision vindicated by the war, as well.

If you're a memory company, this sounds like making the best of a bad situation. not making more stuff despite demand far outstripping supply, just to prepare for the potential oversupply your customer can cause because they can walk back on their massive order.