Samsung and SK join OpenAI’s Stargate initiative to expand global AI infrastructure

Samsung and SK join OpenAI’s Stargate initiative to advance global AI infrastructure

OpenAI said on Oct. 1, 2025 that Samsung and SK joined Stargate, with the partnership centered on Korea’s AI chip supply and data center expansion. The post gives one hard target: Samsung Electronics and SK hynix plan to scale advanced memory output to 900,000 DRAM wafer starts per month, while OpenAI also signed Korean data center exploration agreements with MSIT, SK Telecom, and Samsung affiliates. The key gap is execution detail: the post does not disclose investment size, timeline, or facility scale.

Why it matters: OpenAI adding Samsung and SK to Stargate is more than a routine partnership: the post gives a 900k DRAM wafer-start target and concrete data-center assessment ties. HKR-H/K/R all pass, but missing capex, timeline, and site scale keeps it featured, not p1.