New Delhi: OpenAI has entered into an agreement with Samsung affiliates to develop global AI data centre infrastructure and strengthen semiconductor supply for advanced AI workloads. The companies signed a letter of intent (LOI) in Seoul, formalising the collaboration.
The partnership brings together several Samsung units, including Samsung Electronics, Samsung SDS, Samsung C&T and Samsung Heavy Industries. Each affiliate will contribute expertise in areas ranging from semiconductors and cloud services to construction and maritime technologies. The move comes as OpenAI’s infrastructure expansion plans, particularly its “Stargate” initiative, demand significant computing and memory capacity.
Samsung Electronics will serve as a key memory supplier for OpenAI, with projections suggesting memory requirements could rise to nearly 900,000 DRAM wafers per month. The company is also expected to leverage its chip packaging and semiconductor integration capabilities to provide customised solutions for AI systems.
Meanwhile, Samsung SDS will work with OpenAI on designing and deploying AI data centres. It has also signed a reseller agreement to provide OpenAI services, including ChatGPT Enterprise, to South Korean businesses. This positions SDS as both an infrastructure partner and a service channel for enterprise adoption of AI tools.
The collaboration highlights how AI development is reshaping traditional technology alliances, requiring joint efforts across semiconductors, cloud, and industrial engineering. By involving multiple affiliates, Samsung is positioning itself not only as a hardware provider but also as a key player in AI infrastructure deployment.
The signing ceremony was attended by top executives from the four Samsung affiliates, underscoring the group’s collective commitment to advancing AI-related infrastructure at scale.
Also Read: Meta to Track AI Chat Data for Ads and Recommendations from December 16
