正文 · AI 翻译
IT Home reported on October 31 that, according to Bloomberg, as the global shortage of memory chips grows increasingly severe, OpenAI CEO Sam Altman met with senior Samsung Group executives in South Korea this afternoon (the 31st). The two sides plan to further strengthen cooperation on memory chip supplies and AI infrastructure development.
According to a statement from Samsung, Altman held talks in Yongin with about 50 executives from Samsung’s electronics, financial and biotechnology businesses. The two sides discussed how AI will affect the industrial landscape, corporate decision-making and business development over the next decade.
Shortages of various memory products are putting pressure on the global electronics industry, and chip prices have risen sharply as a result. Demand for data center construction continues to grow, further intensifying competition among major operators for memory chips. Five leading companies in AI infrastructure plan to invest more than $3 trillion (IT Home note: approximately 20.01 trillion yuan at the current exchange rate) over the next few years, while spending on memory chips accounts for about one-third of total data center expenditure.
The report noted that South Korea leads in advanced memory chip manufacturing, and that AI adoption among local businesses and consumers is also accelerating. Since last year, Nvidia CEO Jensen Huang and AMD CEO Lisa Su have each visited South Korea twice to strengthen supply chain cooperation. Several technology industry executives have previously warned that chip manufacturing capacity is struggling to meet growing market demand.
The meeting also continued the two sides’ earlier cooperation plans. Under the announced arrangements, Samsung will supply memory chips for OpenAI’s “Stargate” infrastructure project, and the two sides will jointly build AI data centers, including floating data centers at sea. Meanwhile, Samsung is also accelerating the use of AI across its own businesses, covering research and development, manufacturing, marketing and corporate operations.