poopkins

@poopkins@lemmy.world · Joined ⁨Sep⁩ ⁨2023⁩

Replying to @⁨Wildmimic@anarchist.nexus⁩

Not sure what you mean with the wafers hitting the market. I was only referring to the specific deal that OpenAI made with Samsung and SK hynix to purchase a metric boatload of 900,000 undiced DRAM silicon wafers per month.

According to Tom’s Hardware it includes “DDR5 and LPDDR4/LPDDR5 as well as premium HBM.”

Honestly I’m not sufficiently familiar with how that works to understand if any of that is consumer grade stuff.

SamsungTom's HardwareOpenAI's Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per monthWorking at scale.

Replying to @⁨Simulation6@sopuli.xyz⁩

OpenAI has a deal with Samsung and SK Hynix to purchase 900,000 DRAM wafers per month, or 40% of global DRAM output. These are just uncut wafers, accumulating in warehouses that serve two purposes:

  • Prepares them for the distribution to data centers,
  • Manipulates the supply chain to squeeze their competitors, who are left with slim pickings.

You and I are the victims of this until the bubble finally pops and the deal falls through.