Samsung is reconsidering its plans to develop AI chips for OpenAI
South Korean tech giant Samsung may reconsider its plans to develop specialized processors for OpenAI.
This is reported by Sammobile.
Work on creating custom AI solutions has slowed significantly due to strategic differences between the partners.
Insiders attribute these changes to the tech giant shifting its priorities toward other promising projects.
The first reports of a large-scale collaboration emerged back in 2024 following a visit by OpenAI CEO Sam Altman to South Korea.
As part of the partnership, Samsung began designing a specialized NPU chip for inference based on ARM architecture.
Recently, the development has shown significant progress, but the final stages of the project are now at risk of being put on hold.
Analysts cite Samsung’s recent large-scale investment in OpenAI’s main competitor—the startup Anthropic—as the main reason for the cooling of relations.
The developer of the Claude language model announced that it had raised $65 billion, bringing its market valuation to $965 billion.
Official representatives of the startup have already confirmed that the new partners “will play a critical role in supplying memory, storage, and logic chips.”
Among all of Anthropic’s new investors, it is the South Korean giant that possesses unique capabilities for chip manufacturing.
While companies like Micron and SK Hynix specialize solely in memory, Samsung owns its own semiconductor division, Foundry. This allows the corporation to produce complex graphics and logic chips without relying on third-party contractors.
The deal with Anthropic promises to be significantly more profitable for the Asian manufacturer, which has sparked a conflict of interest with Sam Altman’s team. Despite this, a complete breakdown in relations between Samsung and OpenAI is not currently anticipated.
The parties continue to fulfill a number of previously signed contracts in related technology sectors.
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