2025-10-05
Tom's Hardware
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output
Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years. Bluesky: @smcgrath.phd , @broximar , @zhugeex.com , @tprstl...
2025-10-01
Bloomberg
15 related
Sam Altman signs a letter of intent with Samsung and SK Hynix to supply Stargate; Samsung and SK Hynix say demand from OpenAI could hit 900K wafers per month
Samsung Electronics Co. and SK Hynix Co. have forged initial agreements to supply chips and other gear to OpenAI's Stargate project …
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