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A comment on CXMT has been offering DDR4 chips at about half the prevailing market rate. Parent comment

Re:CXMT has been offering DDR4 chips at about half the preva... by xadhominemx on Saturday February 21, 2026 @11:28AM (#47102227)
No one sold their capacity to OpenAI. The vast majority of DRAM is transacted in what is essentially a quarterly auction.
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Re:CXMT has been offering DDR4 chips at about half the preva... by nutjob2 on Saturday February 21, 2026 @12:53PM (#47103013)
"RAM is going to AI: OpenAI has secured up to 40% of the market."

https://globalcio.com/news/16062/

You're maybe talking about the spot market, but companies are free to make any sort of supply contract.

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Re:CXMT has been offering DDR4 chips at about half the preva... by xadhominemx on Sunday February 22, 2026 @12:06AM (#47108380)
AI slop article
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Re:CXMT has been offering DDR4 chips at about half the preva... by vel0city on Sunday February 22, 2026 @08:50AM (#47110991)
Ok here's a different analysis:

https://www.tomshardware.com/pc-components/dram/openais-star...

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