据 Bloomberg 报道,Sam Altman 在韩国会见约 50 名三星高管,寻求在存储芯片和数据中心方面建立更深的合作,背景是存储产品短缺推高芯片价格、成为 AI 建设的硬性约束。
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.
来源:Rohan Paul · x.com