[metalcrow]

Do the memory makers not have a contract in place for an order this large? I assume that they aren't going to take "trust us bro" as good enough for several million dollars in orders, and even if there is a way to cancel the order it won't be free. I would assume so at least, but i would like if anyone knew for certain.

[aidenn0]

I was interning at a company that made networking gear that was put out of business when their largest customer canceled an order within a week of the delivery date.

The customer ran out of money. In terms of where you are in line of debtors when you haven't even delivered the product to a customer, it's so far back as to be assured you won't get your money.

If the memory makers got a deposit from OpenAI as part of this deal, that is likely to be the only money they will get for any undelivered memory, particularly if OpenAI runs out of capital.

[BenFranklin100]

You can’t squeeze blood from a stone as they say. If AI companies go bankrupt there’s no money to be had.

[wmf]

Instead of canceling the orders, OpenAI could take delivery and immediately flip the DRAM for a profit.

[atwrk]

That would also be a pretty obvious admission of defeat for their original business model, though...

[sebmellen]

* several Billion dollars in orders.