OpenAI 与三星深化合作 应对 AI 算力内存短缺
Sam Altman 会见约 50 名三星高管，旨在加强在存储芯片和数据中心领域的合作以缓解日益严重的内存短缺。此前双方已签署协议，目标每月联合供应高达 90 万片 DRAM 晶圆用于 Stargate 项目。此举凸显了先进内存已成为制约 AI 基础设施扩张的关键瓶颈。
报道正文
Rohan Paul (@rohanpaul_ai) · 2026-10-31 10
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.
