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OpenAI CEO Sam Ultrman said in a podcast interview on Friday that in a situation where the supply of DRAM memory chips is tight, only by centrally deploying memory in data centers and increasing utilization rates can limited resources be used more effectively. Ultraman said that from the perspective of global resource allocation, allowing everyone to equip a personal computer with a large amount of limited DRAM, and this memory may only be used 5% of the time, which is a “pretty bad” waste of resources. He argues that in an environment where the global supply chain is extremely limited, memory resources should be maximized in cloud data centers to achieve higher utilization rates.

智通财经·10/31/2026 08:25:00
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OpenAI CEO Sam Ultrman said in a podcast interview on Friday that in a situation where the supply of DRAM memory chips is tight, only by centrally deploying memory in data centers and increasing utilization rates can limited resources be used more effectively. Ultraman said that from the perspective of global resource allocation, allowing everyone to equip a personal computer with a large amount of limited DRAM, and this memory may only be used 5% of the time, which is a “pretty bad” waste of resources. He argues that in an environment where the global supply chain is extremely limited, memory resources should be maximized in cloud data centers to achieve higher utilization rates.