With Jensen Huang officially confirming at CES that all six of NVIDIA’s Rubin chips are back from manufacturing partners and set for a 2026 launch, th...
I know open ai bought ~40% of microns memory production.
IIRC Micron was the only Big Three DRAM manufacturer that OpenAI didn’t get sign a contract with. I think that they signed contracts with SK Hynix and Samsung for their supply, and didn’t with Micron.
OpenAI ropes in Samsung, SK Hynix to source memory chips for Stargate
Not signing was actually probably to Micron’s advantage; I understand that OpenAI didn’t let Samsung know that they were negotiating with SK Hynix and didn’t know SK Hynix that they were negotiating with Samsung and signed both deals concurrently. That is, each of Samsung and SK Hynix probably sold the DRAM that went to OpenAI for less than they could have gotten on the open market, since neither was aware at the time of signing that the supply outside of themselves would sharply decrease during the period of the contract.
IIRC Micron was the only Big Three DRAM manufacturer that OpenAI didn’t get sign a contract with. I think that they signed contracts with SK Hynix and Samsung for their supply, and didn’t with Micron.
searches
Yeah:
https://techcrunch.com/2025/10/01/openai-ropes-in-samsung-sk-hynix-to-source-memory-chips-for-stargate/
Not signing was actually probably to Micron’s advantage; I understand that OpenAI didn’t let Samsung know that they were negotiating with SK Hynix and didn’t know SK Hynix that they were negotiating with Samsung and signed both deals concurrently. That is, each of Samsung and SK Hynix probably sold the DRAM that went to OpenAI for less than they could have gotten on the open market, since neither was aware at the time of signing that the supply outside of themselves would sharply decrease during the period of the contract.