*"...In a* [*new essay for the New York Times*](https://www.nytimes.com/2026/01/13/opinion/openai-ai-bubble-financing.html)*, Sebastian Mallaby, senior fellow at the nonpartisan think tank Council on Foreign Relations, predicts that the Sam Altman-led company could run out of money 'over the next 18 months'..."*
[https://futurism.com/artificial-intelligence/financial-expert-openai-running-out-of-money](https://futurism.com/artificial-intelligence/financial-expert-openai-running-out-of-money)
[https://www.nytimes.com/2026/01/13/opinion/openai-ai-bubble-financing.html](https://www.nytimes.com/2026/01/13/opinion/openai-ai-bubble-financing.html)
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I wonder what happens to the RAM/NAND companies if OpenAI does go belly up. Didn't OpenAI sequester 40% of RAM production with their contracts?
Would it be RAM overproduction then if they go bankrupt?
Would Micron and Sandisk stock roll back?
Would it cause other AI companies' overvaluation become a hot topic and cause the bubble to pop?