Samsung and SK Hynix have locked in long-term RAM deals with cloud operators, including OpenAI's Stargate project. Altman's efficiency argument arrives as chip supply constraints already favor large players who can secure reserves. Worth watching: how chip allocation shifts if local inference gains traction. https://www.implicator.ai/when-talking-about-local-inference-sam-altman-says-supply/ #AI #SupplyChain #Semiconductors
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