Bloomberg 报道，Sam Altman 在韩国会见了约 50 名三星高管，在存储芯片短缺加剧之际寻求深化存储芯片和数据中心合作。此次会谈延续此前协议，三星已为 OpenAI 的 Stargate 项目供应存储并合作数据中心包括海上漂浮站点；2025 年 10 月签约时 OpenAI 称三星和 SK Hynix 合计目标月产能最高 900K DRAM 晶圆。
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