Anthropic, OpenAI expected to buy memory directly in 2027

Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design. The shift could broaden the customer base for major memory suppliers beyond GPU and system builders.

• Anthropic and OpenAI to buy memory directly from makers in 2027
• Model developers take more control of chip and data-center design
• Move broadens memory suppliers' customer base beyond GPU and systems