alt Hacker NewsApparently OpenAI locked down 40% of the global DRAM supply for their Stargate project, which then caused everyone else to start panic-buying, and now we're here: https://pcpartpicker.com/trends/price/memory/
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> Apparently OpenAI locked down 40% of the global DRAM supply for their Stargate project
That sounds like a lot, and almost unbelievable, but the scales of all of this kind of sits in that space, so what do I know.
Nonetheless, where are you getting this specific number and story from? I've seen it echoed before, but no one been able to trace it to any sort of reliable source that doesn't boil down to "secret insider writing on Substack".
That DDR5-4800 2x16GB price tend is crazy. It tripled from August/September until now.
I dont even get this trend, wouldnt OpenAI be buying ECC RAM only anyway? Who in their right mind runs this much infrastructure on NON ECC RAM??? Makes no sense to me. Same with GPUs they aren't buying your 5090s. Peoples perception is wild to me.
What will happen once the bubble pops and OpenAI will not be able to pay for all the useless stuff they ordered ?
Oof the RAM in my computers is apparently worth more than I paid for the entire thing...
It's kind of depressing to see that it takes just one asshole to screw the entire electronic market. If you read this, Sam, FU.