I haven't watched up the video but I went way too into the weeds of the ram crisis.

I am not sure what the video suggests. This is my own understanding of the things after I got way too invested in why does OpenAI need all of this ram all of a sudden. (On a random tuesday)

My understanding is TLDR: The stargate project had OpenAI,Oracle,Softbank etc.

Softbank got the money from Japanese bank loan[0] at low interests rates and actually scrambled to find the 20 Billion $ (they commited combined with oracle to around 500 billion $)

(Btw The datacenter thing is being done in a similar fashion by Oracle)

Almost all of that money when given to OpenAI was used/(will be used?) to commit 20% of the Ram supply of the whole world at a more expensive package because these companies just package ram in different order to get "AI ram" and then Micron shuts down the consumer brand (Crucial)

This has now caused Ram prices to spike 5 times the cost in a couple of months back. Also, the inflation is happening in hard drive and just Nand in general.

The largest impacts I can see that is that even companies like google were scrambling to find Ram. I find this to be one of the larger reasons why they might need so much ram all of a sudden. I mean Google and Anthropic were needing Ram but not 20% of it and not committed in such a way and I am not sure if datacenters are even being built for ram to be stored[1]

OpenAI datacenters in Argentina for example is operated by such a shady company that came like 1-2 years ago IIRC. So a 500 Billion $ Project is just picking any random companies ... Yea no, I have the belief that they don't trust it themselves especially when a company is scrambling for money.

All of this does feel very cartel/monopoly-ish to me to push the competitors out of the market or the people running open source models out of the market and another benefit of it for OpenAI all was that we normal everyday people get impacted too and I am sure that when they made such a large decision, they must have internally thought about it but we all know the morality of OpenAI now after the DoD deal.

But I don't think that google and other companies are that impacted by it all it seems as well. Only the average consumer and Hosting providers (Thus seeing OVH,Hetzner raise prices for example). The average AWS/GCP/Azure makes enough money that they might not even raise money for sometime and they'll be fine having another additional benefit that more people worried about increasing prices would go to Microsoft Azure/GCP/AWS even more so.

Edit: Gamers are being pushed out of consoles and everything too and some are saying seeing the cloud connection and AWS coming out and saying that we want Gamers on cloud (paraphrasing) as meaning that its all done to move everything to cloud.

I do believe that this might be only half the story as OpenAI does benefit from everything moving to the cloud (somewhat) but its done even more to prevent competition in the whole genre as well.

I believe that they thought about it and treated it as a plus point but before all and everything, it helped them thought that it can help them maintain their flimsy lead in AI models as more and more catch up by having a more monopolistic lead by stifling competition by rising prices 5 times. Gamers and normal people were just the largest casuality in this crossfire.

I was thinking in the past month when I found all this that damn, OpenAI's morality sucks and they did all of it on purpose

And then they had the department of defence* deal and the whole controversy surrounding it so yeah, that too.

OpenAI doesn't want your benefit. It wants its profit and when these are conflict, OpenAI doesn't care a cent about you, not anymore than the cent that you give it.

[0]: https://www.bloomberg.com/news/articles/2026-03-06/softbank-...

[1]: https://www.shacknews.com/article/148208/oracle-openai-texas...