This is missing a key part of the picture - Nvidia just announced that partners will need to source RAM themselves.
OpenAI is basically ensuring that they can actually get the chips they need for the DCs they are building.
I can’t guess as to what move came first (Nvidia policy change or these DRAM deals) but I would bet this is a large if not larger factor here than “bloc my competitors.
OpenAI is basically ensuring that they can actually get the chips they need for the DCs they are building.
I can’t guess as to what move came first (Nvidia policy change or these DRAM deals) but I would bet this is a large if not larger factor here than “bloc my competitors.