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，以应对存储短缺对 AI 建设的制约。会谈延续了此前协议：三星为 OpenAI 的 Stargate 项目供应存储并合作建设数据中心，包括海上浮动站点；2025年10月签约时 OpenAI 称三星与 SK Hynix 合计目标月产 up to 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