Anthropic's 2027 DRAM Demand Reportedly Rivals NVIDIA's

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Anthropic and OpenAI plan to change their DRAM procurement methods by signing direct supply contracts with memory manufacturers starting in 2027. This signifies an expansion of the influence of AI model developers and is expected to move away from the existing procurement structure centered on server and chip companies, further strengthening strategic partnerships with memory manufacturers.

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News from HD Technology. Visit www.hd-tecnologia.com for the latest news. OpenAI and Anthropic could start negotiating directly with large memory manufacturers from 2027 to ensure the necessary supply for their data centers. The forecast points to a major change in the way artificial intelligence companies manage their infrastructure, leaving it dependent only on external suppliers [...] OpenAI and Anthropic input could compete for memory with N…

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Buying a GPU or hiring servers doesn't seem enough for AI giants anymore. Now they also want to secure memory directly, and that leaves us with a rather uncomfortable question: what margin will remain for the rest? Anthropic and OpenAI aim to negotiate supply with memory manufacturers since 2027, a move The Anthropic and OpenAI input go for memory: they would compete with AMD, NVIDIA, Qualcomm and Intel for supply, which could even more expensiv…

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Anthropic and OpenAI would start buying their memory directly from manufacturers in 2027, according to a note from the US firm Edgewater Research published on September 15th. According to the same note, Claude's creator would then consume as many DRAMs as Nvidia.