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  3. the precise timeline of how OpenAI fucked over the RAM market

the precise timeline of how OpenAI fucked over the RAM market

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  • davidgerard@circumstances.runD This user is from outside of this forum
    davidgerard@circumstances.runD This user is from outside of this forum
    davidgerard@circumstances.run
    wrote last edited by
    #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.

    https://xcancel.com/aakashgupta/status/2038813799856374135

    ariadne@social.treehouse.systemsA kjhank@social.vivaldi.netK evoscale@c.imE 3 Replies Last reply
    1
    0
    • davidgerard@circumstances.runD 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.

      https://xcancel.com/aakashgupta/status/2038813799856374135

      ariadne@social.treehouse.systemsA This user is from outside of this forum
      ariadne@social.treehouse.systemsA This user is from outside of this forum
      ariadne@social.treehouse.systems
      wrote last edited by
      #2

      @davidgerard thanks sam!

      billsaysthis@curmudgeon.cafeB 1 Reply Last reply
      0
      • davidgerard@circumstances.runD 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.

        https://xcancel.com/aakashgupta/status/2038813799856374135

        kjhank@social.vivaldi.netK This user is from outside of this forum
        kjhank@social.vivaldi.netK This user is from outside of this forum
        kjhank@social.vivaldi.net
        wrote last edited by
        #3

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

        1 Reply Last reply
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        • ariadne@social.treehouse.systemsA ariadne@social.treehouse.systems

          @davidgerard thanks sam!

          billsaysthis@curmudgeon.cafeB This user is from outside of this forum
          billsaysthis@curmudgeon.cafeB This user is from outside of this forum
          billsaysthis@curmudgeon.cafe
          wrote last edited by
          #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??

          ariadne@social.treehouse.systemsA demofox@mastodon.gamedev.placeD 2 Replies Last reply
          0
          • billsaysthis@curmudgeon.cafeB 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??

            ariadne@social.treehouse.systemsA This user is from outside of this forum
            ariadne@social.treehouse.systemsA This user is from outside of this forum
            ariadne@social.treehouse.systems
            wrote last edited by
            #5

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

            vorsos@beige.partyV 1 Reply Last reply
            0
            • davidgerard@circumstances.runD 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.

              https://xcancel.com/aakashgupta/status/2038813799856374135

              evoscale@c.imE This user is from outside of this forum
              evoscale@c.imE This user is from outside of this forum
              evoscale@c.im
              wrote last edited by
              #6

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

              1 Reply Last reply
              0
              • ariadne@social.treehouse.systemsA ariadne@social.treehouse.systems

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

                vorsos@beige.partyV This user is from outside of this forum
                vorsos@beige.partyV This user is from outside of this forum
                vorsos@beige.party
                wrote last edited by
                #7

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

                1 Reply Last reply
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                • billsaysthis@curmudgeon.cafeB 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??

                  demofox@mastodon.gamedev.placeD This user is from outside of this forum
                  demofox@mastodon.gamedev.placeD This user is from outside of this forum
                  demofox@mastodon.gamedev.place
                  wrote last edited by
                  #8

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

                  1 Reply Last reply
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