OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements

Samsung to help fortify OpenAI's semiconductor supply chain

OpenAI partners con Samsung per disegnare acceleratori AI next-gen e assicurarsi memoria HBM4E, diversificando dai vincoli TSMC. Segnala trend verso multiple foundries e custom HBM stacks, impattando il budget infra e le architetture per chi scala in AI.