Two days after calling it “quite terrible” that so much scarce DRAM sits in people’s computers, Sam Altman met about 50 Samsung executives in Yongin. What is confirmed, what he actually said, why memory is the AI bottleneck (Samsung’s record quarter, the 900,000-wafer Stargate letter, TrendForce prices) and what it means for companies and users. No deal was announced. Not investment advice.
Altman Called the Memory in Your PC “Quite Terrible.” Two Days Later He Met 50 Samsung Executives. Who Gets the World’s Memory Now?
