Derek Ross
· 4d
Sam Altman says RAM belongs in data centers, not "wasting away" in PCs.
https://blossom.dreamith.to/bf2e02e1909cead5568278320284b7d61e70f1240d495e508ba0879df7b7b960.png
The market is already moving his way regardless. Memory makers are shifting wafer capacity toward HBM for AI data centers, starving consumer DRAM, and the spot price of a 16Gb DDR5 chip went from about $6.84 in late September to $27.20 by December 2025.