[xadhominemx]

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

[nutjob2]

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

https://globalcio.com/news/16062/

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

[xadhominemx]

AI slop article

[vel0city]

Ok here's a different analysis:

https://www.tomshardware.com/pc-components/dram/openais-star...