ViralTopic

OpenAI phantom orders triggering hardware crisis

April 3, 2026Aakash Gupta

Aakash Gupta claims OpenAI purchase orders for memory wafers were never real, but still distorted the market and helped create a consumer hardware crunch.

OpenAI may have caused the worst consumer hardware crisis in a decade with purchase orders that were never real.
signed simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month.
That's 40% of global supply.
Aakash Gupta
AIsupply-chain

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