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Sam Altman’s Dirty DRAM Deal: How the AI Bubble Stole Christmas
[quote name="blackwater"]<a href="https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal">Sam Altman’s Dirty DRAM Deal</a> <img src="https://static.wixstatic.com/media/cd85b6_f91e58b7b125467bb253041e09ed5d20~mv2.png/v1/fill/w_1356,h_764,al_c,q_90,enc_avif,quality_auto/cd85b6_f91e58b7b125467bb253041e09ed5d20~mv2.png" width=900> [quote]On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply. Now, did OpenAI’s competition suspect some big RAM deals could be signed in late 2025? Yes. Ok, but did they think it would be deals this huge and with multiple companies? NO![/quote][/quote]