I was interning at a company that made networking gear that was put out of business when their largest customer canceled an order within a week of the delivery date.

The customer ran out of money. In terms of where you are in line of debtors when you haven't even delivered the product to a customer, it's so far back as to be assured you won't get your money.

If the memory makers got a deposit from OpenAI as part of this deal, that is likely to be the only money they will get for any undelivered memory, particularly if OpenAI runs out of capital.

Instead of canceling the orders, OpenAI could take delivery and immediately flip the DRAM for a profit.

* several Billion dollars in orders.