OpenAI CEO Sam Altman said on the Cheeky Pint podcast that DRAM sitting in home computers and used 5% of the time is a poor use of the world's limited supply, while demand from AI data centers drives up DRAM prices.
Over the past year, demand by AI hyperscalers has quintupled prices for flash, according to research firm TechInsights.
What Changed
* Demand by AI hyperscalers has quintupled prices for flash over the past year, according to TechInsights.
* Two years ago Apple bought nearly twice the flash of Microsoft, Amazon, Meta and Google combined, according to TechInsights estimates.
* Meta, Microsoft and Amazon signed long-term supply contracts with Kioxia this year at higher prices, which protect Kioxia's profits if the market turns.
AI-generated summary, reviewed by an editor. More on our AI guidelines.
Results day
Kioxia had scheduled its
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Meta's 816-billion-parameter Muse Spark Open runs at home on two linked M5 Ultra Mac Studios that Apple has not yet priced. Hosted access costs $4.25 per million output tokens. Apple's own speed tests and today's cloud prices decide which workloads make the purchase pay.
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