NuAxiSemiconductor trade intelligence
Anthropic, OpenAI expected to start buying memory directly in 2027
What happened
Anthropic and OpenAI are expected to start purchasing memory directly from manufacturers in 2027 to gain more control over chip and data-center design. This shift aims to broaden the customer base for major memory suppliers beyond GPU and system vendors. Traders should monitor this long-term structural change in the supply chain.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
direct-purchaseai-memorycustomer-base
Source and time
Source: DigiTimes Asia · 9/22/2026 · View original source
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