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OpenAI, Samsung, and Korea's AI Infrastructure: Building the Next AI Ecosystem

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Artificial intelligence may be powered by software, but the future of AI will ultimately depend on hardware. That reality explains why OpenAI CEO Sam Altman continues to strengthen relationships with South Korea's technology leaders. During his latest visit to Korea, Altman is expected to meet executives from Samsung Electronics (KRX: 005930), Naver (KRX: 035420), and Kakao (KRX: 035720) as OpenAI accelerates its global AI expansion strategy. While many investors focus on ChatGPT and software innovation, the bigger story may be happening behind the scenes. OpenAI's future growth increasingly depends on advanced semiconductors, AI infrastructure, and high-performance memory technologies—areas where South Korea plays a critical role. The Global AI Race Is No Longer Just About Software The first phase of the AI revolution was dominated by software breakthroughs. Large language models such as ChatGPT demonstrated that artificial intelligence could ...