alt Hacker NewsDidn't OpenAI cancel a bunch of memory orders? Seems premature to announce this as there soon will be a glut of memory in the market.
Didn't OpenAI cancel a bunch of memory orders? Seems premature to announce this as there soon will be a glut of memory in the market.
I think that is misinformation caused by circular logic. DDR prices stopped risking, simply because supply reached equilibrium vs demand and willingness of customers to overpay. The Micron stock price also had minor correction. Suddenly internet is full of articles how it is all caused by TurboQuant release or OpenAI giving up on its huge wafer orders.
Looks very similar like attempts to explain random crypto price changes with any (un)related news.