By Emir Abyazov Key highlights: OpenAI secured long-term DRAM wafer supply deals through 2029, covering an estimated 40% of global output. Memory prices have surged as manufacturers redirect supply toward AI and enterprise customers. Analysts warn that relief may not arrive until new DRAM capacity comes online after 2027. OpenAI has secured unprecedented long-term supply […]
Tag: HBM
By Vuk Martin Artificial intelligence isn’t slowing down. Every month brings new breakthroughs that demand stronger, faster hardware. Behind it all are the chips doing the heavy lifting. These are processors built for the kind of computing regular silicon can’t handle. That’s why investors are watching AI chip manufacturers more closely than ever. These companies […]