Group 1 - OpenAI has signed a preliminary agreement with South Korean chip giants Samsung Electronics and SK Hynix for the supply of chips and other equipment for its large-scale Stargate project [3][5] - The projected demand from OpenAI could reach 900,000 wafers per month, which is more than double the current global capacity for high bandwidth memory (HBM) [1][3] - This collaboration aims to solidify the leadership of SK Hynix and Samsung in the advanced AI storage chip sector, enhancing their competitive position against companies like Micron Technology [5] Group 2 - The partnership will extend beyond chip supply, involving other Samsung Group companies to explore future technologies, including floating data centers and data center design [5] - SK Telecom will collaborate with OpenAI to jointly build a dedicated OpenAI data center in southwestern Korea [5] - The collaboration has received support from the South Korean government, with President Yoon Suk-yeol expressing hopes for Samsung and SK Hynix to play a key role in the global proliferation of AI [5]
重磅！OpenAI与三星、SK海力士达成初步协议，为星际之门项目供应芯片
美股IPO·2025-10-01 11:33