OpenAI CEO Sam Altman is believed to be in talks with investors in the Middle East to fund a project to produce proprietary artificial intelligence accelerators. This week he was rumored to have traveled to South Korea for talks with SK Hynix and Samsung.
The agency reported this morning Reuters with reference to our own sources. If SK hynix is a memory manufacturer that has long cooperated with NVIDIA in supplying the latest popular HBM3 memory chips, then at the same time Samsung Electronics is able to produce third-party chips for its customers. In this context, it is not entirely clear what role OpenAI assigns to Samsung in the context of a possible partnership.
In any case, the demand for HBM3-type memory chips is now giving manufacturers a good mood: in the last quarter, SK Hynix increased the production volumes of such chips by more than five times, and Samsung Electronics will multiply investments in the production of such chips in memory in the near future . The creation of modern computer accelerators that can be an alternative to NVIDIA solutions will certainly not be possible without the participation of SK Hynix, Samsung or Micron, and the management of OpenAI is well aware of this.