Samsung, SK & OpenAI: Driving $ Multi-Billion AI Infra in Korea, 7 Points

Seoul / New York

Samsung & OpenAI Strategic Partnerships: Powering $ Multi-Billion Global AI Infrastructure

1. Overview: Mega AI Partnerships in Korea

1. Samsung, SK, and OpenAI announced strategic partnerships to expand global AI infrastructure under OpenAI’s Stargate initiative.

2. Focus: Advanced AI data centers, memory semiconductors, cloud solutions, and floating data centers.

3. Goal: Position Korea as a top-three global AI nation, driving innovation and economic growth.

2. Samsung’s Role & Financial Implications

2.1 Samsung Electronics

1. Acts as strategic memory partner for OpenAI’s Stargate initiative.

2. Projected demand: Up to 900,000 Dynamic Random Access Memory (DRAM) wafers per month for OpenAI.

3. Offers full AI workflow support:

   • Memory, logic, and foundry solutions

   • Advanced chip packaging & heterogeneous integration

4. Financial impact:

   • Scaling DRAM production can generate billions in incremental revenue annually.

   • Strengthens Samsung’s market leadership in AI semiconductors.

2.2 Samsung SDS

1. Focus: AI data center design, deployment & consulting.

2. Provides enterprise AI services integrating OpenAI models.

3. Signed reseller partnership for ChatGPT Enterprise in Korea.

4. Revenue opportunity: Subscription fees, consulting services, and long-term AI integration projects.

2.3 Samsung C&T & Samsung Heavy Industries

1. Develop floating data centers:

   • Overcome land scarcity

   • Reduce cooling costs & carbon footprint

2. Explore floating power plants & control centers.

3. Financial upside: Niche infrastructure market with high CAPEX efficiency and government backing.

3. SK Group Partnership: Strategic Expansion

1. SK hynix joins Samsung to scale advanced memory chip production.

2. Targets: 900,000 DRAM wafer starts per month, accelerating AI infrastructure rollout.

3. SK Telecom explores AI data center projects in Korea.

4. Financial benefits:

   • Strengthened domestic AI semiconductor market

   • New revenue streams via AI-powered cloud & network solutions

4. OpenAI Stargate Initiative: Driving Global AI Investments

1. Expanding AI infrastructure in Korea and globally.

2. Partnerships aim to:

   • Build next-gen AI data centers outside Seoul

   • Support balanced regional economic growth & job creation

   • Deploy ChatGPT Enterprise & API for industrial innovation

3. Economic impact: Expected to generate multi-billion-dollar value in AI infrastructure and stimulate tech exports.

5. Strategic Significance for Korea

1. Korea leverages:

   • World-class tech talent

   • Strong government support

   • Thriving AI ecosystem

2. Partnerships expected to:

   • Boost Korea’s AI GDP contribution

   • Enhance global competitiveness in semiconductors & AI services

6. Financial Summary Table

7. Key Takeaways

1. Samsung & SK are major players in global AI infrastructure, leveraging OpenAI’s Stargate platform.

2. Memory semiconductor production and AI data center projects represent significant multi-billion-dollar opportunities.

3. Floating AI data centers and enterprise AI services create high-margin, innovative revenue streams.

4. Korea is strategically positioning itself as a global AI leader, with government and corporate collaboration accelerating adoption.