#OpenAISamsungChip
About OpenAISamsungChip
OpenAI head of Korea says the company is working with Samsung to develop next-generation AI chips, with details not yet disclosed. The partnership extends OpenAI compute ambitions: Astra training used more than 100,000 Nvidia GPUs, with roughly 400,000 more coming. KB Securities estimates Samsung and SK Hynix memory inventory is now under 10 days, with HBM expansion squeezing commodity DRAM capacity. OpenAI is extending competition from model capability into chips, compute and supply chain.
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AMAZON × QUALCOMM: AI ALLIANCE IS FORMING. ⚠️
Amazon AWS + Qualcomm are joining forces to build next-gen AI chips — with potential purchases reaching $60B.
But look at the bigger picture:
Amazon. Meta. Microsoft. HUMAIN.
Qualcomm is building an AI infrastructure coalition.
The target?
Challenge Nvidia’s grip on AI compute.
GPU dominance is one battlefield.
Custom silicon + AI inference economics could be the next.
This isn’t just a chip deal.
Follow for more signals behind the AI
$SKHY can be said to be the undisputed leader in storage.
Unfortunately, I just tried to make a short squeeze and ended up being liquidated.
I want to ask, why is there storage capacity expansion, and under the backdrop of domestic storage competing for the global market, isn't there an oversupply?
Could it be that the increased demand for storage due to AI has caused storage prices to rise again?#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings
$SLX
Tonight, the US stock market's memory semiconductor sector and optical communication sector collectively surged.
Intel's price hike expectations ignite the market
Intel announced plans to raise PC CPU prices by 10%,
its stock price soared 9.05%,
market value increased by about $43.7 billion (about ¥290 billion),
becoming the biggest contributor to the rise of the Philadelphia Semiconductor Index.
$SNDK $SKHY also rose accordingly.
💡 China's DRAM champion just out-earned SK Hynix and Samsung:
👉 CXMT Q2 EBIT margin: 82%
👉 SK Hynix: 76% · Samsung Semi: 70%
📈 Revenue: ~10x YoY — fastest of the 6 major memory makers
📈 Global DRAM share: ~4% → ~10% in a year
Driver: DDR5 prices surging as Samsung/SK Hynix/Micron shift capacity to HBM for AI, squeezing ordinary DRAM supply.
CXMT isn't just a scale story anymore — it's now a margin story. 👀
#CXMT #DRAM #Semiconductors #AI
The OpenAI-Samsung chip effort puts a different constraint in focus: better models still need physical capacity.
KB Securities estimates Samsung and SK Hynix memory inventory is below 10 days. With chip details undisclosed, my read is conditional: if memory stays tight, securing supply could matter as much as chip design in turning compute ambitions into usable capacity.
#OpenAISamsungChip
#OpenAISamsungChip OpenAI and Samsung are deepening their chip partnership.
OpenAI says the two companies have made significant progress on joint research and production of next-generation chips.
Samsung is also involved in OpenAI’s Stargate infrastructure, supplying advanced memory for AI systems.
This puts Samsung closer to the hardware side of OpenAI’s growing AI stack.
#OpenAISamsungChip OpenAI doesn't just want better AI models. It wants more control over what powers them 👀
After training Astra on 100K+ Nvidia GPUs, OpenAI is now working with Samsung on next-gen AI chips as memory inventories reportedly fall below 10 days.
What caught my attention is the vertical integration.
The AI race is moving from models into chips, memory and supply chains. The next moat may not be smarter AI alone, but securing the compute to scale it.
SAMSUNG ELECTRONICS SEES SOCIAL-MEDIA ACTIVITY TRIPLE TO 10 FINANCIALLY FOCUSED POSTS IN 30 MINUTES, WELL ABOVE THE AVERAGE OF THREE, AMID BUZZ AROUND ITS AI-CHIP WORK WITH OPENAI AND UPCOMING FOLDABLES.
THE SURGE FOLLOWS OTHER AI-RELATED DEVELOPMENTS, INCLUDING STRONG DEMAND FOR SAMSUNG-BACKED DATA-CENTER VENTURES AND ITS FUNDING ROUND FOR MISTRAL AI, KEEPING THE STOCK IN FOCUS. ...