Katarzyna Petru
Samsung and OpenAI announced the signing of a letter of intent (LOI) aimed at initiating a strategic partnership in the field of global artificial intelligence infrastructure development. The project will involve Samsung Electronics, Samsung SDS, Samsung C&T, and Samsung Heavy Industries – each bringing their expertise from various industries: from semiconductors, through data centers and cloud services, to construction and marine technologies.
The signing ceremony took place at Samsung's headquarters in Seoul, with the participation of Young Hyun Juna (Vice President and CEO of Samsung Electronics), Sung-an Choi (CEO of Samsung Heavy Industries), Sechul Oh (CEO of Samsung C&T), and Junehee Lee (CEO of Samsung SDS).
Samsung Electronics – strategic partner for memory to OpenAI
A key role will be played by Samsung Electronics, which will be the strategic memory supplier for the OpenAI Stargate project – a global network of AI super data centers. According to estimates, OpenAI's demand for memory could reach 900,000 DRAM wafers per month. Samsung intends to meet these requirements by providing energy-efficient and high-performance memory chips.
The company also emphasizes that, thanks to its experience in logic, foundry, and advanced chip packaging techniques, it can offer complete solutions for the entire AI process – from training models to inference.
Samsung SDS – joint AI data centers and services for business
Samsung SDS is to collaborate with OpenAI on the design and construction of new AI data centers. This will include consulting, deployments, and infrastructure management for companies looking to integrate OpenAI models into their systems.
Interestingly, SDS has also signed a reseller agreement for OpenAI services in Korea, which will provide local businesses with easier access to ChatGPT Enterprise.
Samsung C&T and Samsung Heavy Industries – floating data centers
One of the most interesting points of collaboration is the joint development of floating data centers. This is still a niche solution, but it has significant potential: it can reduce cooling costs, solve the problem of lack of land for traditional server rooms, and lower CO₂ emissions.
Samsung C&T and Samsung Heavy Industries also plan to explore possibilities in floating power plants and control centers that could support this infrastructure.
Wider Ambitions of Samsung
Collaboration with OpenAI fits into Samsung's strategy, which aims to make Korea one of the three most important countries in the world in the field of AI. The company also announces that it plans to implement ChatGPT more widely within its structures to accelerate digital transformation processes.
At this moment, the details of the Stargate project and the implementation schedule remain unclear, but the direction is clear: Samsung is betting on AI as the foundation of its future – and in many industries simultaneously.
This partnership is more than just another memory contract – it seems that Samsung and OpenAI want to genuinely push the boundaries in building AI infrastructure. The only question is how quickly floating data centers and the new generation of server rooms will actually come into use.
