Mmastodon TechnologySemiconductors first seen 1 d ago, last 27 min ago, peak #1

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 supply agreements for DRAM with major cloud operators, including OpenAI's Stargate project. The deals lock in memory chip capacity for AI data centres amid tight supply. Observers note Sam Altman's arguments about compute efficiency come at a time when supply constraints favour large players able to reserve chip allocations, raising questions about how capacity will be distributed across the industry.

Why now: AI demand is straining memory chip supply, and these long-term deals show how big cloud players are locking up capacity ahead of rivals.

SamsungSK HynixOpenAIStargateSam Altman

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• 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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