Samsung newsroom Oct 31: OpenAI CEO Sam Altman met about 50 Samsung Group pres… · @AIInvestHK · TwKit

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Samsung newsroom Oct 31: OpenAI CEO Sam Altman met about 50 Samsung Group presidents at the Yongin training center. Company cast is an AI-transformation seminar on how AI reshapes the next decade of corporate choices, not a fresh supply contract. Same release notes the Oct 2025 LOI with OpenAI to supply memory for Stargate, plus Samsung SDS on AI data centers and Samsung C&T / Heavy Industries on floating sites. Bloomberg same day frames the visit against the memory crunch: five biggest AI-infra spenders plan more than $3T, and memory is roughly a third of data-center outlays. Next, watch for wafer or HBM volume commitments in filings, not just seminar optics.

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