It wouldn't shock me if this is actually just market manipulation. OpenAI in the past year seems to be operating more and more like a pump and dump machine. Their recent AMD deal seems to have been AMD giving them a bunch of stock for free in exchange for them announcing that they would use AMD GPUs for training, and OpenAI doesn't have any fab equipment so the only thing they can do with 40% of the global dram supply is sell it to someone else.
It's market manipulation. You get a chase going (panic buying) by those that are short (need to buy memory in the future). Run up the price on those shorts and squeeze them out as they chase price higher, meanwhile you bought in low and can distribute out your supply when you see fit, or run it up higher until everyone is wrecked. If I were the memory makers I wouldn't want to cede control to openai, you'd rather have a healthy, steady ecosystem than a rigged market that people don't want to be involved in.
