OpenAI’s Stargate project to consume up to 40% of global DRAM output — inks deal with Samsung and SK hynix to the tune of up to 900,000 wafers per month

Samsung and SK hynix have inked preliminary agreements to supply memory to OpenAI’s massive Stargate data center initiative, reports Reuters. Instead of actual tested and packaged DRAM chips or HBM stacks, the companies will supply Stargate undiced wafers, according to Bloomberg, which highlights the vast volumes of memory and other components that Stargate needs. For now, it looks like Stargate could consume nearly half of global DRAM output.

Both Samsung and SK Hynix confirmed that OpenAI’s…