I found this which claims ram market in 2024 was almost 100 billion: https://www.grandviewresearch.com/industry-analysis/random-a...

I assume this includes more than just the raw price of modules but Openai only has 60 billion in funding altogether and was aiming for 20 billion ARR this year. This sounds like they are spending maybe half their money on RAM they never use? That just doesn't add up.