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Rohan Paul· @rohanpaul_ai · X·· 3 小时前AI 评分61
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OpenAI 首席执行官 Sam Altman 在韩国会见了约 50 名三星高管,寻求在存储芯片和数据中心领域深化合作以应对芯片短缺。此次会谈延续了双方此前关于 Stargate 项目及数据中心建设的合作,当时规划目标为三星与 SK 海力士每月合计供应高达 90 万片 DRAM 晶圆。

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Bloomberg: Sam Altman met about 50 Samsung executives in South Korea, seeking deeper memory-chip and data-center ties as shortages bite.

Memory has become a binding constraint on AI buildouts, with shortages across many memory products pushing chip prices sharply higher.

South Korea leads in advanced memory, so Nvidia’s Jensen Huang and AMD’s Lisa Su have each visited twice since last year.

Saturday’s talks extend an earlier deal under which Samsung supplies memory for OpenAI’s Stargate project and works with OpenAI on data centers, including floating offshore sites.

When that deal was signed in October 2025, OpenAI said Samsung and SK Hynix were targeting up to 900K DRAM wafers a month combined.

来源:Rohan Paul · x.com