[新聞] OpenAI擴大與三星SK合作推進Stargate計畫

看板Stock (股票)作者TyuzuChou (潤潤潤)時間3小時前 (2025/10/01 19:30)推噓14(14推 0噓 11→)

留言25則, 20人參與討論串1/1

原文標題：OpenAI to broaden ties with Samsung, SK for Stargate project 原文連結：https://en.yna.co.kr/view/AEN20251001007253320 發布時間：18:49 October 01, 2025 記者署名：Kang Yoon-seung 原文內容： SEOUL, Oct. 1 (Yonhap) -- OpenAI CEO Sam Altman met with the heads of Samsung and SK on Wednesday to discuss detailed cooperation in the artificial intelligence (AI) sector with a focus on the U.S. tech giant's flagship Stargate project. 首爾，10月1日（韓聯社）——OpenAI 執行長山姆·奧特曼週三與三星及 SK 的掌門人會面，討論人工智慧（AI）領域的具體合作，重點圍繞美國科技巨頭的旗艦計畫——「星門（Stargate）」計畫。 Earlier in the day, Altman held separate meetings with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won in Seoul, ahead of his meeting with President Lee Jae Myung to discuss cooperation as South Korea aims to become one of the world's top three AI powerhouses. 稍早，奧特曼已在首爾分別會見了三星電子會長李在鎔與 SK 集團會長崔泰源，隨後預計將與南韓總統李在明會談，討論合作事宜。南韓的目標是成為全球前三大的 AI 強國之一。 His visit to South Korea came after OpenAI, together with Oracle Corp. and Japan's SoftBank, announced a plan in January to invest at least US$500 billion in the U.S. AI industry by establishing a joint venture called Stargate. 此次訪韓，是在 OpenAI 與甲骨文（Oracle）及日本軟銀（SoftBank）於一月宣布，將透過合資公司「Stargate」在美國 AI 產業投資至少 5,000 億美元之後展開的行程。 Samsung Group said it has signed a letter of intent with OpenAI for a partnership, including cooperation on the Stargate project, involving Samsung Electronics Co., Samsung SDS Co., Samsung C&T Corp. and Samsung Heavy Industries Co. 三星集團表示，已與 OpenAI 簽署合作意向書，將在「Stargate」計畫下展開合作，參與的子公司包括三星電子、三星 SDS、三星物產與三星重工。 Under the agreement, Samsung said it will pursue comprehensive cooperation with OpenAI in areas such as chips, data centers, cloud computing and marine technologies. 依據協議，三星將與 OpenAI 在晶片、資料中心、雲端運算及海洋工程等領域展開全面合作。 In detail, Samsung said it will support the Stargate project with low-power memory chips with an uninterrupted supply. 具體而言，三星將為「Stargate」計畫提供低功耗記憶體晶片，並確保供應不中斷。 The plan comes as OpenAI is expected to need around 900,000 wafers of high- performance dynamic random access memory per month, Samsung added. 三星補充道，這一計畫是因為 OpenAI 預期每月需要約 90 萬片高性能動態隨機存取記憶體（DRAM）晶圓。 "As a comprehensive chipmaker, Samsung Electronics holds competitiveness in memory and system chips, as well as the foundry business," the company said. 三星電子表示：「作為一家全方位的晶片製造商，我們在記憶體、系統晶片以及晶圓代工領域具備競爭力。」 Samsung SDS will seek joint development of AI data centers and AI services targeting businesses. 三星 SDS 將尋求共同開發 AI 資料中心與面向企業的 AI 服務。 The IT arm of Samsung Group will additionally support the design, construction and operation of AI data centers under the Stargate project, the group said. 三星集團補充說，旗下 IT 子公司將額外支援 AI 資料中心的設計、建設與運營。 Samsung C&T and Samsung Heavy Industries will join forces with OpenAI for data center construction, including floating offshore facilities designed to reduce carbon emissions. 三星物產與三星重工將與 OpenAI 合作建設資料中心，其中包括設計用於減碳的海上浮動設施。 SK Group said it has signed a letter of intent with OpenAI to supply memory chips, along with a separate memorandum of understanding (MOU) for the construction of a new AI data center in the southwestern part of South Korea. SK 集團表示，已與 OpenAI 簽署合作意向書，將供應記憶體晶片，並另簽署一份備忘錄，計劃在南韓西南部建設新的 AI 資料中心。 "SK has joined as a key partner for the Stargate project aimed at building global AI infrastructure," Chey was quoted by the group as saying. 集團引述崔泰源的話表示：「SK 已成為『Stargate』計畫的重要合作夥伴，該計畫旨在打造全球 AI 基礎設施。」 "SK's comprehensive AI infrastructure capability, including memory chips and data centers, will be focused on the partnership to proactively participate in innovation of global AI infrastructure and to strengthen South Korea's AI competitiveness," Chey said. 崔泰源說：「SK 的完整 AI 基礎設施能力，包括記憶體晶片與資料中心，將集中在此次合作上，積極參與全球 AI 基礎建設的創新，並強化南韓的 AI 競爭力。」 Under the agreement, SK hynix Inc. will supply high-bandwidth memory to the Stargate project. 根據協議，SK 海力士將向「Stargate」計畫供應高頻寬記憶體。 SK hynix will also support OpenAI's efforts to secure AI graphics processing units. SK 海力士也將支援 OpenAI 取得 AI 圖形處理器（GPU）的努力。 SK Group added the tentative agreement with OpenAI includes building an AI data center for the U.S. tech company in the southwestern part of South Korea to realize what it calls "Stargate Korea." SK 集團補充說，與 OpenAI 的初步協議還包括在南韓西南部為這家美國科技公司建設 AI 資料中心，實現所謂的「Stargate Korea」。 The Ministry of Science and ICT inked a separate MOU with the U.S. company for broad cooperation in the AI sector. 南韓科學技術與資訊通信部亦與這家美國公司簽署了另一份備忘錄，將在 AI 領域展開廣泛合作。 Under the MOU, the two sides will join forces to foster the growth of the AI ecosystem across different regions and accelerate AI transformation in the public sector, according to the ministry. 根據該部說法，依據這份備忘錄，雙方將合作推動各地區 AI 生態系的發展，並加速公共部門的 AI 轉型。 The ministry and OpenAI will work together to foster AI experts and support related startups. 該部與 OpenAI 將共同培養 AI 專家並支援相關新創企業。 They will also make joint efforts to support South Korean companies' participation in OpenAI's global projects, including construction of AI data centers, the ministry added. 該部補充說，他們還將共同努力，支持南韓企業參與 OpenAI 的全球專案，包括 AI 資料中心的建設。 "Through the MOU, South Korea will accelerate the country's AI transformation in partnership with a leading global AI company and bolster the competitiveness of its AI ecosystem," Science Minister Bae Kyung-hoon said. 科學部長裴慶勳表示：「透過這份備忘錄，南韓將與一家全球領先的 AI 公司合作，加速全國的 AI 轉型，並強化其 AI 生態系的競爭力。」心得/評論： OpenAI 的戰略目標「Stargate」是 OpenAI 與 Oracle、軟銀共同推動的超大型 AI 基礎設施計畫，投資額至少 5,000 億美元。這並非單純軟體合作，而是涉及硬體（晶片、GPU、記憶體）、雲端、資料中心、能源基礎建設。換句話說，OpenAI 正在將自己定位為「新型科技基礎設施巨頭」，不只是 AI 模型公司。三星與 SK 的角色三星：提供低功耗記憶體晶片、雲端運算、海洋工程（如離岸浮動資料中心） → 強調硬體供應鏈與基建能力。 SK：特別是 SK 海力士，主打高頻寬記憶體（HBM）與 AI GPU 獲取支持 → 這與 NVIDIA 的 AI GPU 生態高度綁定。兩者都簽署意向書 / MOU，意味著合作尚在初期，但已涉及龐大的戰略性項目。南韓政府的戰略意圖由總統李在明親自會面，顯示這是國家級 AI 戰略。科技部簽署 MOU，意在透過 OpenAI 的國際專案拉動韓國企業參與，使韓國在「全球 AI 產業鏈」中取得核心供應者地位。「Stargate Korea」的概念，顯示南韓想成為 OpenAI 在亞洲的主要基地。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1759318242.A.336.html

→

sarevork

10/01 19:36, 3小時前 , 1^F

10/01 19:36, 1^F

推

Sixigma

10/01 19:37, 3小時前 , 2^F

10/01 19:37, 2^F

推

jacktypetlan

10/01 19:37, 3小時前 , 3^F

10/01 19:37, 3^F