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Samsung and SK Hynix sign long-term RAM deals with cloud giants

Original: Samsung and SK Hynix have locked in long-term RAM deals with cloud operators, including OpenAI's Stargate project. Altma

Samsung and SK Hynix have secured long-term memory supply agreements with major cloud operators, including OpenAI's Stargate data center project. The deals come amid persistent chip supply constraints, and attention is turning to how Sam Altman's arguments about efficiency will play out when large players with deep pockets can lock in memory reserves while smaller firms struggle for allocation.

Why now: AI data center demand for memory chips is straining supply, making long-term allocation deals with major suppliers big news.

SamsungSK HynixOpenAIStargateSam Altman

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Evidence

• Samsung and SK Hynix have locked in long-term RAM deals with cloud operators, including OpenAI's Stargate project. Altman's efficiency argument arrives as chip supply constraints already favor large players who can secure reserves. Worth watching: how chip allocation shifts if… · schuler · 1

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