"ChatGPT factory OpenAI confirmed this week that Samsung and SK Hynix will join the Stargate initiative, pledging to supply vast quantities of advanced memory chips and to collaborate on local AI datacenters. The agreement, announced in tandem with Seoul officials, solidifies Korea's role as a core supplier in what OpenAI boss Sam Altman modestly described as the largest infrastructure project since the dawn of the internet."
"But even the fattest servers grind to a halt without enough memory, and it's here that Korea's giants enter the picture. Samsung and SK Hynix have signed letters of intent to crank out the high-bandwidth DRAM and other memory silicon needed to keep future large language models from stalling. OpenAI says its Korean pals will be tasked with churning out around 900,000 DRAM wafer starts a month, a scale that only the biggest fabs on the planet can support."
"Stargate itself, unveiled in January, is OpenAI's blueprint for a global buildout of AI infrastructure, with as much as half a trillion dollars funnelled into new datacenters and compute capacity over the next four years. The company started by cutting a $100 billion check and striking a headline deal with Oracle to deploy gigawatts of datacenter power in the US."
OpenAI enlisted Samsung and SK Hynix to supply large volumes of high-bandwidth DRAM and other memory silicon to support the Stargate global AI infrastructure program. Stargate plans up to $500 billion in datacenter and compute capacity expansion over four years, following an initial $100 billion commitment and a US datacenter deal with Oracle. Samsung and SK Hynix committed to produce roughly 900,000 DRAM wafer starts per month and to collaborate on local AI datacenters. Agreements include talks with SK Telecom and Samsung affiliates, and Samsung SDS will sell ChatGPT Enterprise to Korean businesses as part of capacity and service arrangements.
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