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the precise timeline of how OpenAI fucked over the RAM market

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davidgerard@circumstances.run

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#1

the precise timeline of how OpenAI fucked over the RAM market
> October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.

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D davidgerard@circumstances.run

the precise timeline of how OpenAI fucked over the RAM market
> October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.

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ariadne@social.treehouse.systems

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#2

@davidgerard thanks sam!
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D davidgerard@circumstances.run

the precise timeline of how OpenAI fucked over the RAM market
> October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.

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kjhank@social.vivaldi.net

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#3

@davidgerard There was this piece about it last year: https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
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A ariadne@social.treehouse.systems

@davidgerard thanks sam!
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billsaysthis@curmudgeon.cafe

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#4

@ariadne @davidgerard “Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss.”
This algorithm is somehow only applicable to AI??
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B billsaysthis@curmudgeon.cafe

@ariadne @davidgerard “Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss.”
This algorithm is somehow only applicable to AI??
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ariadne@social.treehouse.systems

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#5

@BillSaysThis @davidgerard yes, it is possible to create domain-specific compression algorithms that are better than general ones.
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D davidgerard@circumstances.run

the precise timeline of how OpenAI fucked over the RAM market
> October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time.

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evoscale@c.im

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#6

@davidgerard Since he's obviously alt Man, is he pro Caveman? Cuz we be headin' back there with his ilk in power.
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A ariadne@social.treehouse.systems

@BillSaysThis @davidgerard yes, it is possible to create domain-specific compression algorithms that are better than general ones.
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vorsos@beige.party

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#7

@ariadne @BillSaysThis @davidgerard Really? I’ve been using pngcrush for audio files.
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B billsaysthis@curmudgeon.cafe

@ariadne @davidgerard “Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss.”
This algorithm is somehow only applicable to AI??
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demofox@mastodon.gamedev.place

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#8

@BillSaysThis @ariadne @davidgerard if so, it's because they were doing something stupid and this fixes that IMO.
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