OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:
- Prepares them for the distribution to data centers,
- Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.
You and I are the victims of this until the bubble finally pops and the deal falls through.