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.