Sam Altman changed his name on X to “Ram Altman” on November 4 after facing criticism over his October 29 comments about personal computer memory. During a podcast, the OpenAI chief said that only about 5% of DRAM capacity was used in personal computers and that it would be better allocated to AI data centers. He subsequently claimed his remarks had been taken out of context and said he wanted memory production to increase. The current shortage, driven by manufacturers prioritizing server memory and high-bandwidth memory for AI, has already pushed up prices in some segments and made consumer electronics more expensive. OpenAI reportedly has commitments with Samsung and SK hynix for up to 900,000 DRAM wafers per month, potentially representing 40% of global output, while tight supply could persist through 2028-2030.
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