If you would like to know why the price of DRAM and certain storage such as SSDs has exploded:
"On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply. "
40%...of global supply
Neither of the suppliers knew about the other deal and they'd be announced on the same day.
"OpenAI’s competitors, OEMs, and cloud providers scrambled to secure whatever inventory remained out of self-defense, "
This caused other companies to lock down supply as well.
"Cloud service providers are behaving similarly. High-density NAND products are effectively sold out months in advance. Samsung’s next-generation V9 NAND is already nearly booked before it's even launched. Micron has presold almost all of its High Bandwidth Memory (HBM) output through 2026. Contracts that once covered a quarter now span years, with hyperscalers buying directly at the source."
The first reference below goes on to explain other factors and potential impacts. The second reference provides more context for preexisting pressures on the DRAM supply.
Reference:
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
Video version of the article above: https://www.youtube.com/watch?v=BORRBce5TGw
OpenAI RAM Hoarding Leak: RX 9070 GRE Cancelled, Nvidia SUPER in Limbo
YouTube