From what I've read, he's tied up RAM manufacturers through 2029. That's a lot of quartely earnings reports for many firms in the economy where they watch consumer spend come to a screeching halt.
Now I'm curious: does this situation classify as force-majeure for a major firms? "Hey, you know, actually our entire consumer base just disappeared overnight. Crazy, huh?". And will various governments have to intervene to save them when/if that happens.
Not taking into account that they all be busy handing money to openAI, at least someone somewhere has to notice that something is very wrong.
One has to hope OpenAI goes bankrupt and they flood the market with used RAM sticks at bargain bin price.