OpenAI enlists Samsung and SK for Stargate
OpenAI just recruited Samsung and SK into its massive Stargate infrastructure push to lock down critical memory supplies and build data centers in Korea. The partnership targets 900,000 DRAM wafer starts per month to power frontier models, alongside new regional data center builds. Why it matters: High-bandwidth memory is the ultimate AI bottleneck, and locking in the world's two largest memory giants gives OpenAI an unmatched hardware pipeline.