Post #2454533
2025-12-06 20:54 UTC
@starsider@valenciapa.ws no, they're not. They're not buying anything. Don't trust that article, go read primary sources: https://news.samsung.com/global/samsung-and-openai-announce-strategic-partnership-to-accelerate-advancements-in-global-ai-infrastructure
> OpenAI, Samsung Electronics, Samsung SDS, Samsung C&T and Samsung Heavy Industries today announced a letter of intent (LOI) [...]
Note, OpenAI can lie about this, because they're not a publicly traded company. Samsung is, and if they had signed an actual multi-billion dollars contract they'd have to report it.
Replies (1)
-
@starsider@valenciapa.ws 2025-12-06 20:58
@gabrielesvelto@mas.to From your link: "With OpenAI’s memory demand projected to reach up to 900,000 DRAM wafers per month" So OK, maybe "bought" is an exaggeration, but "is reserving 40% of RAM wafers" is still pretty impactful, esp. considering they did it unbeknownst to the other company.