Sam Altman says DRAM capacity should go to data centers, not PCs
In a Cheeky Pint interview, he called home DRAM and local inference quite terrible because memory sits idle most of the time.
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Stories tagged #dram
Altman says scarce DRAM belongs in data centers, not PCs
He argues personal computers leave DRAM idle most of the time while cloud deals, including Stargate, reserve future supply.
Altman says local DRAM use wastes scarce memory supply
He argues cloud utilization is better than local inference and says OpenAI is designing a custom AI chip called Jalapeno.
Paper gives probabilistic semantics for Rowhammer-style bit flips
A collapse theorem says physical separation makes protected executions match the fault-free run for every finite prefix.
Memory executives expect RAM shortage to continue through 2028
Micron and Samsung executives expect the memory shortage to last through 2028 as AI HBM demand exceeds supply.
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Micron's CEO says memory supply will be much tighter in 2027 and 2028, with no balance in sight.