The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half.
In other words, there was no collusion between the DRAM manufacturers. They were both caught off guard and left a lot of money on the table.
The current price increase is the result of the huge demand spike. Production takes years to ramp up, but demand has spiked rapidly. Supply and demand.
alt Hacker News
The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half.
In other words, there was no collusion between the DRAM manufacturers. They were both caught off guard and left a lot of money on the table.
The current price increase is the result of the huge demand spike. Production takes years to ramp up, but demand has spiked rapidly. Supply and demand.