Sam Altman discusses the DRAM utilization issue in local inference
On October 30, 2026, OpenAI CEO Sam Altman put forward a view on the podcast "Cheeky Pint": having everyone leave globally scarce DRAM memory idle in personal computers at only 5% utilization is quite bad from the perspective of global resource allocation; memory should be concentrated in cloud data centers to achieve maximum utilization. He also called the progress in resolving the memory shortage "terrible," arguing that memory manufacturers are conservative in capital expenditure due to historical loss cycles, and that the "invisible hand" is failing. There are currently no subsequent developments.
On October 30, 2026, OpenAI CEO Sam Altman put forward a view on the podcast "Cheeky Pint": having everyone leave globally scarce DRAM memory idle in personal computers at only 5% utilization is quite bad from the perspective of global resource allocation; memory should be concentrated in cloud data centers to achieve maximum utilization. He also called the progress in resolving the memory shortage "terrible," arguing that memory manufacturers are conservative in capital expenditure due to histo
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