반도체·하드웨어 · 리포트
OpenAI CEO Sam Altman said it is 'terrible to have everybody have a bunch of the world's limited supply of DRAM' rather than having it all go into datacenters.
The remark highlights how scarce DRAM has become and signals OpenAI's wish to direct memory into datacenter buildouts, which could intensify competition for memory among AI infrastructure buyers.
업계 전문지Slicast · 2026년 10월 30일 12:44 UTC · 미국 · 출처: FRVR
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