Sam Altman says memory makers are wary of new fabs despite a possible $100 billion windfall
Photo: Crypto Briefing
The OpenAI chief argues that scars from past overbuilding are keeping DRAM producers cautious, even as AI demand for high-bandwidth memory surges The AI boom has a new bottleneck, and it isn’t GPUs this time. According to OpenAI CEO Sam Altman, it’s memory makers who remember exactly how badly the last party ended. Speaking on a recent podcast, Altman said the major DRAM manufacturers are hesitant to build more fabrication plants. The reason is simple: past rounds of overbuilding nearly drove them into bankruptcy.
Source: Crypto Briefing
