In October 2025, Samsung and SK hynix entered strategic partnerships with OpenAI to scale memory production toward a projected 900,000 DRAM wafer starts per month—roughly 40 percent of estimated global capacity. The figure is a production target based on projected demand, not current consumption, but OpenAI and Samsung both confirm the intended scale. By July 2026, the other end of the market looked increasingly absurd. AMD introduced a new entry-level Radeon with just 4 GB of memory. The following morning, a Finnish retailer listed a Gigabyte RTX 5090 at €5,599.90, warning that scarce stock would be released for sale only once per day. These are not three unrelated curiosities. Together, they show a market being reorganized around buyers who can shape productive capacity at global scale: compromised capability at the bottom, boutique scarcity at the top, and the industrial center of gravity moving away from ordinary ownership. They are early symptoms of what I will call the Metered Intelligence Complex. The defining question is not whether machines become intelligent. It is whether intelligence, once industrialized, remains something people can possess —or becomes something institutions permit . submitted by /u/Shimano-No-Kyoken
Originally posted by u/Shimano-No-Kyoken on r/ArtificialInteligence