Sam Altman会晤约50名Samsung高管，寻求加深存储芯片合作
Altman亲自飞韩国见了约50个Samsung高管，为了给Stargate锁内存产能，连海上数据中心都谈上了。
据Bloomberg报道，OpenAI CEO Sam Altman在韩国与约50名Samsung高管会面，讨论扩大存储芯片和数据中心合作。存储器供应已成为AI算力扩建的瓶颈，多种存储产品短缺推动芯片价格大幅上涨。此次会谈延续了2025年10月签署的协议，当时OpenAI表示Samsung和SK Hynix合计目标是每月供应最多90万片DRAM晶圆，用于Stargate项目及包括海上浮动数据中心在内的合作。此前Nvidia的Jensen Huang和AMD的Lisa Su自去年以来也各两次到访韩国。
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.
