[davoneus]

I've heard it was Sam Altman and OpenAI basically buying every wafer available from both Samsung and SKHynix at the start of October.

Neither company know of the other purchase until it was a done deal.

[Panzer04]

Kind of funny to see manufacturers get screwed by their own opaque pricing policies for once.

All well and good when you're dictating terms with dozens of buyers, but probably not so much when a single buyer is dictating terms to a couple of sellers.

[Scaevolus]

The CEO of OpenAI and OpenAI didn't coordinate?

[ndriscoll]

Samsung and SK Hynix. OpenAI made deals to buy almost half of manufactured DRAM in the world. There's speculation that after this was announced, other companies started making their own deals in a panic, further driving demand.

[lysace]

Is DRAM built using the same process/node as GPUs?