原帖引用 · AI 翻译
Rohan Paul@rohanpaul_ai
彭博社：山姆·奥尔特曼在韩国会见了约 50 名三星高管，希望在内存芯片和数据中心方面深化合作，以应对日益严重的供应短缺。
内存已成为人工智能建设的关键制约因素，多种内存产品供应短缺，推动芯片价格大幅上涨。
韩国在先进内存领域处于领先地位，因此英伟达的黄仁勋和 AMD 的苏姿丰自去年以来各访问了韩国 2 次。
周六的会谈是此前协议的延续。根据该协议，三星为 OpenAI 的“星际之门”项目供应内存，并与 OpenAI 合作建设数据中心，包括海上浮动数据中心。
2025 年 10 月签署该协议时，OpenAI 表示，三星和 SK 海力士的目标是合计每月供应最多 90 万片 DRAM 晶圆。
原文
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.
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