三星、SK海力士，将为“星际之门”提供存储芯片

Core Viewpoint - OpenAI has established partnerships with Samsung Electronics and SK Hynix to support the "Stargate" project, which aims to invest $100 billion in AI computing servers, potentially expanding to $500 billion over four years [4][5]. Group 1: Project Overview - The "Stargate" project is a joint investment initiative announced by former U.S. President Trump, with major investors including OpenAI, SoftBank, and Oracle [5]. - OpenAI plans to procure 900,000 semiconductor wafers by 2029 and establish joint ventures with Samsung and SK Hynix to build two data centers in South Korea, initially with a capacity of 20 megawatts [7][8]. Group 2: Chip Supply and Production - Expanding chip supply is a core objective of the "Stargate" project, with NVIDIA committing to invest up to $100 billion and provide data center chips to OpenAI [6]. - Samsung and SK Hynix, which together hold approximately 70% of the global DRAM market and nearly 80% of the HBM market, have pledged to accelerate advanced chip production to meet OpenAI's growing storage needs [7]. Group 3: Collaboration and Infrastructure - Samsung SDS will collaborate with OpenAI to develop, build, and operate AI data centers under the "Stargate" project, while also expanding enterprise-level AI services [8]. - Samsung Heavy Industries and Samsung C&T will work with OpenAI to develop offshore floating data centers, which can alleviate land shortages, reduce cooling costs, and lower carbon emissions compared to land-based data centers [8].