三星电子周六接待了OpenAI首席执行官萨姆·奥特曼，与其旗下约50位社长进行会谈。两天前，一期播客节目播出，奥特曼在节目中表示，世界有限的DRAM（动态随机存取存储器）闲置在个人电脑中，“相当糟糕”。DRAM正是三星生产的存储芯片。
Samsung hosted OpenAI chief executive Sam Altman for talks with about 50 of its presidents on Saturday. Two days earlier, a podcast went out in which Sam Altman said it is “quite terrible” for the world’s limited DRAM to sit in people’s own computers. DRAM is the memory chip Samsung makes.
三星在其韩文新闻室发布的声明中披露了细节。参会社长来自三星的电子、金融和生物科技等关联公司，在位于首尔以南龙仁市的三星培训中心与奥特曼会面。
Samsung set out the details in a statement on its Korean newsroom. The presidents came from its electronics, finance and biotech affiliates, and met Altman at Samsung’s training centre in Yongin, south of Seoul.
三星内部会议内容此次会谈以“AI将如何改变未来十年，以及企业应做何种选择”为主题。三星表示，与会社长与奥特曼探讨了AI技术的发展方向及应用方式，并就AI可能创造的新市场和商业机会交换了意见。
Inside the Samsung session The talk ran under the theme of how AI will change the next ten years, and what companies should choose to do. Samsung’s presidents and Altman looked at where AI technology is heading and how it can be used, Samsung said. They also traded views on the new markets and business opportunities it could create.
声明称，他们还讨论了AI将如何改变决策模式和组织运作方式，以及管理者将需要何种技能。三星未公开奥特曼在会上的发言内容，也未透露出席会议的三星高管姓名。
They discussed how AI will change decision-making and the way organisations run, and what skills managers will need, the statement said. Samsung did not publish anything Altman said, and it did not name the Samsung executives in the room.
三星表示，此次会议是其社长培训计划的一部分。三星认为，在AI时代，企业的竞争力源于管理层的判断力与执行力，因此社长们应当通过亲自学习AI来以身作则。
Samsung said the session was part of its training for presidents. Its view is that a company’s strength in the AI era comes from its managers’ judgement and execution, so the presidents are meant to lead by learning AI themselves.
在会见奥特曼前，社长们参加了一堂生成式AI实操课程，这是继6月首次课程后的第二次。三星称，他们利用AI将分散的管理文档整理为个人“知识库”，并练习在决策中运用AI。
Before meeting Altman, the presidents took a hands-on generative AI course, their second after one in June. They used AI to sort scattered management documents into their own “knowledge repository”, and practised using AI in decisions, Samsung said.
彭博社记者Yoolim Lee报道称，奥特曼是近期访问韩国的最新一位美国科技界领袖。彭博社报道，英伟达首席执行官黄仁勋和AMD首席执行官苏姿丰自去年以来各自已两度访韩，以强化供应链联系。
Bloomberg’s Yoolim Lee reported that Altman is the latest American tech leader to visit South Korea. Nvidia’s Jensen Huang and AMD’s Lisa Su have each visited twice since last year to strengthen supply ties, Bloomberg reported.
三星电子与OpenAI于2025年10月签署了关于人工智能基础设施的谅解备忘录，三星表示。此后，三星一直致力于为OpenAI的Stargate数据中心项目提供内存芯片。
Samsung’s ties to OpenAI Samsung Electronics and OpenAI signed a letter of intent on AI infrastructure in October 2025, Samsung said. Since then, Samsung has worked to supply memory chips for OpenAI’s Stargate data centre project.
根据同一协议，三星SDS将与OpenAI合作开展人工智能数据中心以及面向企业的人工智能服务。三星C&T和三星重工业正在共同开发浮动数据中心。三星电子会长李在镕于7月访问了OpenAI位于旧金山的总部，声明补充道。
Under the same agreement, Samsung SDS is to work with OpenAI on AI data centres and AI services for businesses. Samsung C&T and Samsung Heavy Industries are developing floating data centres together. Samsung Electronics chairman Lee Jae-yong visited OpenAI’s San Francisco headquarters in July, the statement added.
6月，OpenAI表示，三星电子将在韩国及其全球设备体验部门向员工推出ChatGPT Enterprise和Codex。
In June, OpenAI said Samsung Electronics would roll out ChatGPT Enterprise and Codex to its employees in South Korea and in its global Device eXperience division.
三星自6月起开始将人工智能引入研究、生产、营销和支持工作，该公司表示。每个关联公司都有自己的AI团队。迄今约2300名高管已接受培训，所有员工预计将于2027年2月前完成AI培训。
Samsung has been bringing AI into research, production, marketing and support work since June, it said. Each affiliate has its own AI team. About 2,300 executives have been trained so far, and all employees are due to finish AI training by February 2027.
奥尔特曼关于DRAM的言论 奥尔特曼在条纹公司联合创始人约翰·科利森的播客《Cheeky Pint》的周四播出的节目中发表了上述言论。TNW在该期节目播出时进行了报道，重点介绍了他让OpenAI的机器人建设数据中心的计划。
What Altman said about DRAM Altman made the remark to Stripe co-founder John Collison on Collison’s podcast, Cheeky Pint, released on Thursday. TNW covered the episode when it came out, leading on his plan to point OpenAI’s robots at building data centres.
科利森询问，为何内存和芯片的高价格尚未带来更多供应。奥尔特曼表示，内存制造商现在“每家一年将赚取约1000亿美元的自由现金流”。他说，他们因建设过多工厂而濒临破产的历史，使得他们在支出方面保持谨慎。随后，他转向那些希望在自己的机器上运行AI模型的人。
Collison asked why high prices for memory and chips had not yet brought more supply. Altman said memory makers were now “each going to make like $100 billion of free cash flow in a year”. Their history of near-bankruptcy from building too many factories keeps them careful with spending, he said. He then turned to people who want to run AI models on their own machines.
“很多人希望进行本地推理。不知何故，他们假设问题现在已经解决了，”奥尔特曼说。
“A lot of people want local inference. And somehow, they assume that the problem is solved now,” Altman said.
这些人期望开源模型能在自己的电脑上运行。他们认为数据中心随后将需要更少，他说。
Those people expect open-source models to run on their own computers. They think data centres will then need less, he said.
“从全球资源配置角度来看，实际上，让每个人都把世界有限的DRAM供应量中的一部分放在自己电脑里，且只使用5%的时间，这其实非常糟糕，”奥尔特曼说。
“From a global allocation perspective, actually, it’s quite terrible to have everybody have a bunch of the world’s limited supply of DRAM sitting in their own computer and being used 5% of the time,” Altman said.
“如果你想应对这种供应非常紧张的环境，就需要在云端实现最大化利用，”他说。许多人直觉上认为正好相反，他补充道。
“You want maximum utilization in the cloud if you’re trying to deal with this very supply constrained environment,” he said. Many people’s intuition is the opposite of that, he added.
内存短缺市场SK海力士本周表示，内存短缺将持续到2030年。三星周四因AI内存需求录得创纪录的季度利润。苹果首席执行官约翰·特纳斯将短缺称为危机，《时代》杂志报道。
A market short of memory SK Hynix said this week that memory shortages will last to 2030. Samsung posted a record quarterly profit on AI memory demand on Thursday. Apple chief executive John Ternus has called the shortage a crisis, TIME reported.
在节目后半部分，奥尔特曼表示，芯片和能源成本应该下降。为此，他说，供应“必须大幅提升”。
Later in the episode, Altman said the cost of chips and energy should fall. For that to happen, he said, supply has “got to go way up”.