alt Hacker News> To be clear - the shock wasn’t that OpenAI made a big deal, no, it was that they made two massive deals this big, at the same time, with Samsung and SK Hynix simultaneously
That's not "dirty." That's hiding your intentions from suppliers so they don't crank prices before you walk through their front door.
If you want to buy a cake, never let the baker know it's for a wedding.
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That's not the dirty part. This is the dirty part:
> OpenAI isn’t even bothering to buy finished memory modules! No, their deals are unprecedentedly only for raw wafers — uncut, unfinished, and not even allocated to a specific DRAM standard yet. It’s not even clear if they have decided yet on how or when they will finish them into RAM sticks or HBM! Right now it seems like these wafers will just be stockpiled in warehouses
What they mean is that they bought 40% of all RAM production, they managed to do that by simultaneously making two big deals at the same time. It's buying up 40% of all RAM production with the intention to have most of it idle in warehouses that is "dirty". And in order to be able to do that, they needed to be secretive and time two big deals at the same time.