In a bid to fuel its massive AI initiatives, particularly the ‘Stargate’ project, OpenAI is forging strong alliances with South Korean semiconductor giants Samsung and SK Hynix. These strategic partnerships aim to secure a reliable supply of cutting-edge computer chips, essential for training and running OpenAI’s increasingly demanding AI models.
Samsung and SK Hynix are expected to significantly increase their production capacity to meet OpenAI’s projected demand of up to 900,000 semiconductor wafers per month. The discussions also involve the potential construction of two AI data centers within South Korea, further solidifying the collaborative effort.
Samsung is also reportedly considering exploring innovative floating data centers as a way to potentially lower operating costs and reduce the environmental impact associated with large-scale AI infrastructure. These partnerships follow similar strategic moves by OpenAI, including a reported investment of up to $100 billion by Nvidia last month, highlighting the company’s aggressive pursuit of compute resources, energy efficiency, and financial backing for its ambitious AI roadmap.