Sam Altman says PC memory idle rate is about 5%, advocates maximizing utilization of cloud computing power
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OpenAI CEO Sam Altman said in an interview that the world's limited DRAM supply is scattered across everyone's PCs, with utilization possibly only around 5%, which is very bad in the current environment of extremely limited supply, and that the goal should be to maximize the utilization of cloud computing power. He also pointed out that the invisible hand of the market has failed, and that the HBM used by AI chips is different from the DDR4/DDR5 used in PCs; the memory shortage mainly stems from manufacturers shifting production capacity to the more profitable HBM.
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OpenAI CEO Sam Altman 接受 YouTube 主播 Cheeky Pint 采访时谈到了 AI 行业目前所面临的全球算力供应问题。当话题不可避免转向内存时，Altman 指出，市场看不见的手失灵了，原因可能是并非每一块 DRAM 晶圆都直接流向数据中心，用于运行 AI 模型。他表示：“从全球资源配置角度看，让全球有限的 DRAM 供应分散在每个人的 PC 里且利用率可能仅有 5% 左右，这是非常糟糕的。在当前这种供应极度受限的环境下，我们理应追求云端算力的最大化利用。然而许多人的直觉却恰恰相反。”AI 芯片使用的内存主要是 HBM，和 PC 使用的 DDR4 或 DDR5 并不相同。内存短缺的主要问题是内存厂商将产能转移到了利润更高的 HBM 上。