Memory Prices Up 7x in 18 Months as Altman Warns Supply Chain's Invisible Hand Is Failing
DRAM memory prices have surged from $59 to $429 for 32GB over 18 months as AI demand strains supply. Sam Altman said the "invisible hand" of the chip supply chain is failing, with memory being the most critical bottleneck.
2026-10-30 ~ 2026-11-01 · 2 related posts
- Episode 1: Altman calls local inference a DRAM misallocation, hints at breakthrough internal model and AI caps(2026-10-29, 49 posts)
- Episode 2: Debate over local inference efficiency: Is MFU meaningless and should GPUs be centralized?(2026-10-30, 6 posts)
- Episode 3: Memory Prices Up 7x in 18 Months as Altman Warns Supply Chain's Invisible Hand Is Failing(2026-10-30, 2 posts)
- Episode 4: Altman's DRAM-for-Datacenters Remark Sparks Backlash, Then Context Debate(2026-10-31, 11 posts)
- Sam Altman says the chip supply chain's invisible hand is failing — and DRAM is why — SnoozeDoggyDog · 2026-10-30
- RAM up 7x to $429 in 18 months as Sam Altman says the invisible hand is failing — aakashgupta · 2026-11-01