(Bloomberg) — Samsung Electronics Firm and SK Hynix Firm have cast preliminary agreements to provide chips and different gear to OpenAI’s Stargate mission, a deal that helps shore up their lead in superior reminiscence chips for AI.
OpenAI’s Sam Altman signed a letter of intent Wednesday to enlist Korea’s two largest firms within the knowledge heart building effort, which includes the largest gamers in synthetic intelligence from Nvidia Company to Oracle Company. Total demand from OpenAI may attain 900,000 wafers per thirty days as Stargate expands throughout the globe, the Korean firms stated in separate statements.
That projection for demand is greater than double the present international capability for HBM or high-bandwidth reminiscence, underscoring Stargate’s enormity and quickening international AI improvement, the SK group stated in its assertion.
OpenAI and Nvidia are serving to lead a worldwide push to construct knowledge facilities for a brand new technology of AI instruments – an effort that’s anticipated to price trillions of {dollars} and require chips, servers, cooling techniques and copious quantities of electrical energy. Altman was due in Taipei subsequent, the place he’s slated to satisfy with AI linchpins Taiwan Semiconductor Manufacturing Firm and Hon Hai Precision Business, native media reported.
The pact signed in Seoul is geared toward making a longer-term partnership between America’s most respected AI startup and two Asian firms that, together with Micron Know-how, dominate the reminiscence chip sphere. As a part of the settlement, the companions will assist Seoul develop a home AI ecosystem – one thing many governments are exploring to try to harness a probably transformative expertise.
“I hope that Samsung and SK will play a key position within the international unfold of AI along with OpenAI,” Korean President Lee Jae Myung stated within the assertion.
Final month, Nvidia introduced it can make investments as a lot as $100 billion in OpenAI to help new knowledge facilities and different infrastructure, a blockbuster deal that underscores booming demand for providers like ChatGPT and the computing energy wanted to make them run.
SK Hynix is the worldwide chief within the provision of HBM important to Nvidia’s AI accelerators, although Samsung is vying to change into a serious provider as nicely.
Different Samsung group firms, together with Samsung SDS, Samsung C&T, and Samsung Heavy Industries, will even companion with OpenAI to discover future applied sciences. These embody floating knowledge facilities and collaboration in knowledge heart design.
SK Telecom and OpenAI will collectively construct a devoted OpenAI knowledge heart within the nation’s southwest.
