First buy up all the memory, then complain that your computer’s memory is going to waste.
OpenAI CEO Sam Altman said on Stripe co-founder Collison’s podcast that DRAM sits in everyone’s computer and is used only 5% of the time—“quite terrible”—and should be centralized in the cloud.
Last year, OpenAI signed letters of intent with Samsung and SK Hynix for 900,000 DRAM wafers a month, an estimated 40% of global supply.
Intel said this week that memory is too expensive for PCs to sell. Shipments are expected to fall 12% this year and another 10% next year. Its stock plunged 23% after hours.
The AI PC story is over. From now on, computers will be rented.
$INTCB
OpenAI CEO Sam Altman said on Stripe co-founder Collison’s podcast that DRAM sits in everyone’s computer and is used only 5% of the time—“quite terrible”—and should be centralized in the cloud.
Last year, OpenAI signed letters of intent with Samsung and SK Hynix for 900,000 DRAM wafers a month, an estimated 40% of global supply.
Intel said this week that memory is too expensive for PCs to sell. Shipments are expected to fall 12% this year and another 10% next year. Its stock plunged 23% after hours.
The AI PC story is over. From now on, computers will be rented.
$INTCB