Anthropic, OpenAI expected to start buying memory directly in 2027

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Anthropic, OpenAI expected to start buying memory directly in 2027

Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design, potentially broadening the customer base for major memory suppliers beyond GPU and system vendors.

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  • OpenAI
  • Anthropic

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