‘Is Sam Altman going to break into my house and steal my RAM?’ — no, but the AI memory crisis could be…

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Sam Altman has been making headlines for his claims that consumers don’t deserve DRAM because it is only utilized “5% of the time.” In his opinion, DRAM supplies should be prioritized for data centers where its utility can be maximized powering cloud environments.

Altman’s perspective is like a utilitarian's fantasy. Humanity’s endurance of short-term pain - by handing over every bit of DRAM we have - will lead to a morally right outcome in the form of a world powered by time-saving, efficiency-increasing, productivity-boosting AI.

Sounds great if you’re the head of an AI company, but less so if you just want memory to be affordable again.

But what the OpenAI head seems to forget is that the DRAM shortage is part of a crisis he had a hand in creating. When OpenAI’s Stargate datacenter buildout was announced in early 2025, it was predicted that the project would require 40%...

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