The cynic in me thinks this would be a convenient way for these memory producers to manufacture demand, while also making OpenAI look good on paper. It’s not like they haven’t been caught price fixing in the past. Win win for these companies and a loss for everyone else.
Fake demand? Either they’re selling the RAM or they’re not. They don’t make money by pretending to sell into fake demand. They make money by selling chips. A sale is a sale.
If manufacturing fake demand (warehousing 900,000 memory wafers per month?) doubles and triples customer prices, it would decrease real demand, hurting the manufacturers after the artificial demand ends.