They're not. They are buying wafers / production capacity to make HBM so there is less DDR5 supply.
OK, fair enough, but what are OpenAI doing buying production capacity rather than, say, paying NVIDIA to do it? OpenAI aren’t the ones making the hardware?
alt Hacker News
OK, fair enough, but what are OpenAI doing buying production capacity rather than, say, paying NVIDIA to do it? OpenAI aren’t the ones making the hardware?