It’s OpenAI in particular trying to screw everyone else. The wafers they contracted from Samsung and SK Hynix are something like 40% of those companies’ production. There isn’t enough production volume for the other AI companies to over order like that.
It’s OpenAI in particular trying to screw everyone else. The wafers they contracted from Samsung and SK Hynix are something like 40% of those companies’ production. There isn’t enough production volume for the other AI companies to over order like that.