"We've been told for years that AI will democratise everything. But then OpenAI hoovers up 40% of global memory supply and your laptop costs £300 more. That's not democratisation."
""Meanwhile, OpenAI gets priority access whilst everyone else fights over scraps at triple the price," she said."
""This is automation's ugly cousin: infrastructure"
OpenAI secured priority access to roughly 40% of global high-performance memory production for its Stargate supercomputing project. Deals with Samsung Electronics and SK Hynix supply about 900,000 memory chips per month. Over the summer a 32GB memory kit rose from about £100 to more than £400. Chipmakers and PC manufacturers braced for a crunch and some stockpiled inventory; those who did not now face explosive price rises. Framework pulled standalone memory products, citing fears of "scalpers" and imminent component price increases. Smartphone makers expect higher costs to be passed to consumers or to further erode margins. Students, small businesses and pensioners are expected to be hit hardest.
Read at Business Matters
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