原文标题：OpenAI to broaden ties with Samsung, SK for Stargate project 原文连结：https://en.yna.co.kr/view/AEN20251001007253320 发布时间：18:49 October 01, 2025 记者署名：Kang Yoon-seung 原文内容： SEOUL, Oct. 1 (Yonhap) -- OpenAI CEO Sam Altman met with the heads of Samsung and SK on Wednesday to discuss detailed cooperation in the artificial intelligence (AI) sector with a focus on the U.S. tech giant's flagship Stargate project. 首尔，10月1日（韩联社）——OpenAI 执行长山姆·奥特曼周三与三星及 SK 的掌门人会 面，讨论人工智慧（AI）领域的具体合作，重点围绕美国科技巨头的旗舰计画——「星门 （Stargate）」计画。 Earlier in the day, Altman held separate meetings with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won in Seoul, ahead of his meeting with President Lee Jae Myung to discuss cooperation as South Korea aims to become one of the world's top three AI powerhouses. 稍早，奥特曼已在首尔分别会见了三星电子会长李在熔与 SK 集团会长崔泰源，随後预计 将与南韩总统李在明会谈，讨论合作事宜。南韩的目标是成为全球前三大的 AI 强国之一 。 His visit to South Korea came after OpenAI, together with Oracle Corp. and Japan's SoftBank, announced a plan in January to invest at least US$500 billion in the U.S. AI industry by establishing a joint venture called Stargate. 此次访韩，是在 OpenAI 与甲骨文（Oracle）及日本软银（SoftBank）於一月宣布，将透 过合资公司「Stargate」在美国 AI 产业投资至少 5,000 亿美元之後展开的行程。 Samsung Group said it has signed a letter of intent with OpenAI for a partnership, including cooperation on the Stargate project, involving Samsung Electronics Co., Samsung SDS Co., Samsung C&T Corp. and Samsung Heavy Industries Co. 三星集团表示，已与 OpenAI 签署合作意向书，将在「Stargate」计画下展开合作，参与 的子公司包括三星电子、三星 SDS、三星物产与三星重工。 Under the agreement, Samsung said it will pursue comprehensive cooperation with OpenAI in areas such as chips, data centers, cloud computing and marine technologies. 依据协议，三星将与 OpenAI 在晶片、资料中心、云端运算及海洋工程等领域展开全面合 作。 In detail, Samsung said it will support the Stargate project with low-power memory chips with an uninterrupted supply. 具体而言，三星将为「Stargate」计画提供低功耗记忆体晶片，并确保供应不中断。 The plan comes as OpenAI is expected to need around 900,000 wafers of high- performance dynamic random access memory per month, Samsung added. 三星补充道，这一计画是因为 OpenAI 预期每月需要约 90 万片高性能动态随机存取记忆 体（DRAM）晶圆。 "As a comprehensive chipmaker, Samsung Electronics holds competitiveness in memory and system chips, as well as the foundry business," the company said. 三星电子表示：「作为一家全方位的晶片制造商，我们在记忆体、系统晶片以及晶圆代工 领域具备竞争力。」 Samsung SDS will seek joint development of AI data centers and AI services targeting businesses. 三星 SDS 将寻求共同开发 AI 资料中心与面向企业的 AI 服务。 The IT arm of Samsung Group will additionally support the design, construction and operation of AI data centers under the Stargate project, the group said. 三星集团补充说，旗下 IT 子公司将额外支援 AI 资料中心的设计、建设与运营。 Samsung C&T and Samsung Heavy Industries will join forces with OpenAI for data center construction, including floating offshore facilities designed to reduce carbon emissions. 三星物产与三星重工将与 OpenAI 合作建设资料中心，其中包括设计用於减碳的海上浮动 设施。 SK Group said it has signed a letter of intent with OpenAI to supply memory chips, along with a separate memorandum of understanding (MOU) for the construction of a new AI data center in the southwestern part of South Korea. SK 集团表示，已与 OpenAI 签署合作意向书，将供应记忆体晶片，并另签署一份备忘录 ，计划在南韩西南部建设新的 AI 资料中心。 "SK has joined as a key partner for the Stargate project aimed at building global AI infrastructure," Chey was quoted by the group as saying. 集团引述崔泰源的话表示：「SK 已成为『Stargate』计画的重要合作夥伴，该计画旨在 打造全球 AI 基础设施。」 "SK's comprehensive AI infrastructure capability, including memory chips and data centers, will be focused on the partnership to proactively participate in innovation of global AI infrastructure and to strengthen South Korea's AI competitiveness," Chey said. 崔泰源说：「SK 的完整 AI 基础设施能力，包括记忆体晶片与资料中心，将集中在此次 合作上，积极参与全球 AI 基础建设的创新，并强化南韩的 AI 竞争力。」 Under the agreement, SK hynix Inc. will supply high-bandwidth memory to the Stargate project. 根据协议，SK 海力士将向「Stargate」计画供应高频宽记忆体。 SK hynix will also support OpenAI's efforts to secure AI graphics processing units. SK 海力士也将支援 OpenAI 取得 AI 图形处理器（GPU）的努力。 SK Group added the tentative agreement with OpenAI includes building an AI data center for the U.S. tech company in the southwestern part of South Korea to realize what it calls "Stargate Korea." SK 集团补充说，与 OpenAI 的初步协议还包括在南韩西南部为这家美国科技公司建设 AI 资料中心，实现所谓的「Stargate Korea」。 The Ministry of Science and ICT inked a separate MOU with the U.S. company for broad cooperation in the AI sector. 南韩科学技术与资讯通信部亦与这家美国公司签署了另一份备忘录，将在 AI 领域展开广 泛合作。 Under the MOU, the two sides will join forces to foster the growth of the AI ecosystem across different regions and accelerate AI transformation in the public sector, according to the ministry. 根据该部说法，依据这份备忘录，双方将合作推动各地区 AI 生态系的发展，并加速公共 部门的 AI 转型。 The ministry and OpenAI will work together to foster AI experts and support related startups. 该部与 OpenAI 将共同培养 AI 专家并支援相关新创企业。 They will also make joint efforts to support South Korean companies' participation in OpenAI's global projects, including construction of AI data centers, the ministry added. 该部补充说，他们还将共同努力，支持南韩企业参与 OpenAI 的全球专案，包括 AI 资料 中心的建设。 "Through the MOU, South Korea will accelerate the country's AI transformation in partnership with a leading global AI company and bolster the competitiveness of its AI ecosystem," Science Minister Bae Kyung-hoon said. 科学部长裴庆勳表示：「透过这份备忘录，南韩将与一家全球领先的 AI 公司合作，加速 全国的 AI 转型，并强化其 AI 生态系的竞争力。」 心得/评论： OpenAI 的战略目标 「Stargate」是 OpenAI 与 Oracle、软银共同推动的 超大型 AI 基础设施计画，投资额 至少 5,000 亿美元。 这并非单纯软体合作，而是涉及 硬体（晶片、GPU、记忆体）、云端、资料中心、能源基 础建设。 换句话说，OpenAI 正在将自己定位为「新型科技基础设施巨头」，不只是 AI 模型公司 。 三星与 SK 的角色 三星：提供 低功耗记忆体晶片、云端运算、海洋工程（如离岸浮动资料中心） → 强调 硬体供应链与基建能力。 SK：特别是 SK 海力士，主打 高频宽记忆体（HBM） 与 AI GPU 获取支持 → 这与 NVIDIA 的 AI GPU 生态高度绑定。 两者都签署 意向书 / MOU，意味着合作尚在初期，但已涉及庞大的战略性项目。 南韩政府的战略意图 由总统李在明亲自会面，显示这是国家级 AI 战略。 科技部签署 MOU，意在 透过 OpenAI 的国际专案拉动韩国企业参与，使韩国在「全球 AI 产业链」中取得 核心供应者地位。 「Stargate Korea」的概念，显示南韩想成为 OpenAI 在亚洲的主要基地。 --

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