WTF did I just read. "OpenAI requiring 900K wpm of DRAM demand by 2029" Buy every WFE supplier and DRAM supplier under the sun Google will require a similar amount, and other hyperscalers + Chinese players will require nearly 2M WPM of DRAM If these forecasts hold, then DRAM capacity will expand from 2M WPM in 2026 to 6M WPM in 2029-30