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NOTABLEX Posts2026-10-31 10:00

Bloomberg: Sam Altman met about 50 Samsung executives in South Korea, seeking deeper memory-chip and data-center ties as shortages bite. Memory has be...

Sam Altman met about 50 Samsung executives in South Korea to seek deeper memory-chip and data-center ties as memory shortages constrain AI buildouts, according to Bloomberg. The talks extend an earlier deal under which Samsung supplies memory for OpenAI's Stargate project and works with OpenAI on data centers, including floating offshore sites. It matters because memory has become a binding constraint on AI expansion, with shortages pushing chip prices sharply higher, and South Korea leads in advanced memory.

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