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Boosted by baldur@toot.cafe ("Baldur Bjarnason"):
davidgerard@circumstances.run ("David Gerard") wrote:
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.