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Applied AI·November 6, 2026·1 min read

OpenAI CEO Sam Altman chats up Samsung to try and secure more RAM — as concerns grow over AI capacity

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Top-of-stack CEOs lobbying for DRAM is a reminder that memory, not just compute, is becoming a strategic choke point for advanced models. If your roadmap assumes cheaper, denser RAM, start scenario-planning for constrained supply and higher unit costs over the next 12–24 months.

Applied AI

Exponential Time Hypothesis co-proposer Russell Impagliazzo calls OpenAI's disproof "shocking news"; it could one day speed up chip design and break encryption

If ETH is genuinely broken, the long-term map for both chip design optimization and public-key cryptography is now probabilistic, not stable. Treat this as an early signal to shorten crypto-agility timelines and assume some “hard” combinatorial problems may become tractable within a planning horizon, not just in theory papers.