Alibaba, Tencent and ByteDance reportedly in talks with Samsung, SK hynix on long-term DRAM supply to 2035

Alibaba, Tencent and ByteDance are reportedly negotiating with Samsung and SK hynix to lock in long-term DRAM supply for their AI expansion, looking to extend deals to 2035 in ultra-long contracts.

Detected & updated continuously · Source: Nebula