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Anthropic and OpenAI projected to buy memory directly from manufacturers from 2027

Verifying
  • Anthropic and OpenAI are projected to purchase memory directly from manufacturers starting in 2027.
  • Anthropic’s estimated 2027 DRAM demand totals 40 billion to 50 billion 1Gb units.
  • Direct purchases are expected to exceed 20% after 2028, with remaining supply routed through industry partners.
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