I watched this interview with a RAM executive that's been in the industry for 40 years say there is no way OpenAI is going to get 40% of the DRAM output. He said there's a thousand ways out of long term agreements and they never last. He said one of the parties will scramble for ways to get out of the agreement once the cycle changes. And Samsung and SK Hynix right now can make more money selling to others than sticking with the agreementhttps://www.youtube.com/watch?v=mxTj5xcd1-Y&t=1s
