OpenAI CEO Sam Altman urged cloud operators to use scarce dynamic random-access memory (DRAM) more intensively, saying local open-source AI would not remove the need for data-center computing.
Altman said personal-computer memory was used 5% of the time. He did not explain how he measured the figure.
“You want maximum utilization in the cloud if you're trying to deal with this very supply constrained environment,” Altman said.
He said local AI use still leaves a role for data centers and framed fuller cloud memory use as a response to constrained supply.
TrendForce has forecast cloud providers' 2027 capital spending could exceed $1.5 trillion, with memory shortages among factors pushing up AI server costs, in its outlook on cloud investment and component constraints. That forecast concerns investment in future capacity, while Altman's remarks centered on making fuller use of cloud memory during current supply constraints.
