Apple secured at least a year-worth supply of memory (not in actual chips but in prices).
The bigger the company = longer the contract.
However it will eventually catch up even to Apple.
It is not prices alone due to demand but the manufacturing redirection from something like lpddr in iphones to hbm and what have you for servers and gpu
Apple charges so much for RAM upgrades that they could probably not even increase prices and still be fine. They won't but they probably could.
At the cost of reduced margins, which shareholders may not like.
Apparently Google fucked up
https://www.google.com/amp/s/www.indiatoday.in/amp/technolog...
Non-AMP link:
https://www.indiatoday.in/technology/news/story/ram-shortage...
To be honest, it starts to look more and more like a single company (we all know which one), is just buying up all DRAM capacities to keep others out of the (AI) game.
Diabolical
I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.
Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.
But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.