OpenAI ropes in Korean giants Samsung and SK Hynix to feed its AI megaproject

OpenAI has persuaded two of South Korea's chip titans to fuel its bid to build the biggest AI engine yet. ChatGPT factory OpenAI confirmed this week that Samsung and SK Hynix will join the Stargate initiative, pledging to supply vast quantities of advanced memory chips and to collaborate on local AI datacenters. The agreement …

[retiredmonkey]

900,000 WSPM sounds implausibly large, since the largest fabs are only around 100,000 WSPM.

Even at a piddly $5K per wafer, it amounts to $54B per year in wafers, or likely 3X that in packaged chips.

Perhaps there is an extra 0 in there?

[DS999]

Or they meant 900K wafers per year rather than per month?

[NapTime ForTruth]

Tulip Futures

We all know AI in it's current form is tulip mania, part deux, right? How many AI tulip futures do we need? And how many can dance on the head of a pin?

Nevermind. Cry havoc and let slip the exploitive profiteers.

[Ilgaz]

Re: Tulip Futures

I think tulip producers weren't unhappy with the Tulip mania. Go insane and order a $1B personal yacht? Samsung will build it too.