OpenAI COO: AI Infrastructure Expansion Bottleneck Shifts from Power to Memory Chips

OpenAI COO Brad Lightcap stated at the Washington Hill and Valley Forum that the primary bottleneck for AI infrastructure expansion has shifted from power to memory chips. He clearly pointed out: 'Now it's memory, before it was power.'

Tech companies are consuming more and more memory chip production capacity, mainly due to large purchases of NVIDIA AI accelerators. The memory shortage has spread from the AI industry to consumer electronics and automotive sectors.