OpenAI signs memory deals with Samsung and SK hynix for Stargate AI

OpenAI CEO Sam Altman on Wednesday signed letters of intent with Samsung Group and SK Group in Seoul to secure high-performance memory chips for the Stargate artificial intelligence infrastructure project, officials said. The agreements, made during meetings that also included South Korean President Lee Jae Myung, commit Samsung Electronics and SK hynix to supply large volumes of DRAM, including highbandwidth memory, to OpenAI’s planned data centers.

South Korea’s presidential office and the companies said OpenAI expects demand for the Stargate project to reach roughly 900,000 wafers per month, and that it hopes to source a significant portion of that from the two Korean firms. SK Group warned that the projected requirement is more than twice current global production capacity for highbandwidth memory, underscoring the scale of the planned buildout. The office said the supply timeline has not yet been decided.

Under the Samsung letter of intent, Samsung Electronics will supply low power memory chips and will coordinate with other Samsung affiliates including Samsung SDS, Samsung CT and Samsung Heavy Industries to explore infrastructure and data center technologies. Samsung said...