Tai Mei Ti A P P·2025-10-30 05:00Core Insights - OpenAI has announced partnerships with South Korean companies Samsung and SK Hynix to support the "Stargate" project, which aims to invest up to $500 billion in AI infrastructure [2] - Amazon plans to invest at least $5 billion in AI data centers in South Korea by 2031, contributing to the country's goal of becoming a global AI leader [3] - Nvidia's CEO Jensen Huang emphasized the importance of the U.S. leading the AI race and expressed concerns over export restrictions to China, which have impacted Nvidia's market share [4][5] Group 1: OpenAI and Partnerships - OpenAI's collaboration with Samsung and SK Hynix is part of a larger initiative to expand AI computing infrastructure, supported by the U.S. government [2] - SK Hynix reported a record third-quarter profit, with a 119% year-on-year increase, driven by demand for high-performance products needed for AI [2] - OpenAI's partnerships also include efforts to enhance telecommunications and data center capacities in South Korea [2] Group 2: Amazon's Investment - Amazon's investment in South Korea is expected to accelerate the development of the AI ecosystem in the country, with a focus on establishing Seoul as an AI hub in Asia [3] - The investment aligns with South Korea's ambition to be one of the top three global AI leaders [3] Group 3: Nvidia's Market Position - Nvidia has faced challenges in the Chinese market due to export restrictions, resulting in a complete loss of market share in that region [4] - Jensen Huang highlighted the need for the U.S. to maintain its technological leadership in AI and suggested that restricting chip exports could harm U.S. interests [4][5] - Nvidia is expected to invest in AI data centers in South Korea, aligning with the country's goal to procure high-performance GPUs [5]