Sam Altman 在韩国会见约 50 名三星高管，寻求深化存储芯片与数据中心合作
Bloomberg: Sam Altman met about 50 Samsung executives in South Korea, seeking deeper memory-chip and data-center ties as shortages bite.
据 Bloomberg 报道，Sam Altman 在韩国与约 50 名三星高管会面，寻求在存储芯片和数据中心方面深化合作。此次会谈延续了此前协议，三星为 OpenAI 的 Stargate 项目供应存储，并与其合作建设数据中心，包括海上浮动站点。2025 年 10 月协议签署时，OpenAI 称三星与 SK Hynix 合计目标为每月最多 90 万片 DRAM 晶圆。
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报道披露 OpenAI 与三星在存储芯片和数据中心上的合作延伸，读者可据此了解 AI 算力扩张受内存供应制约的现状。
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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.