the precise timeline of how OpenAI fucked over the RAM market
> October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.
https://xcancel.com/aakashgupta/status/2038813799856374135
edit: this guy is a seriously bot-pilled pumper, but this seems to be a good summary of known facts. doubt the AI memory use trick he mentions is load bearing tho.