24-hour AI news: OpenAI joins hands with Samsung and SK, and the scale of the domestic industry exceeds 900 billion yuan

In the past 24 hours (October 2, Beijing time), overseas, OpenAI signed a letter of intent with Samsung and SK Hynix to jointly promote the Stargate global computing power plan. South Korea has become a new strategic node, and data centers in many parts of the United States have expanded capacity. Domestically, the China Academy of Information and Communications Technology released industry scale and structure data, with the total number of AI companies exceeding 5,300, and put forward ten major industry keywords.

1. OpenAI signed a memorandum of understanding with Samsung and SK Hynix to jointly advance the Stargate project.

1. On October 1, OpenAI announced that it had signed a cooperation agreement with Samsung Electronics and SK Hynix, and planned for the two chip manufacturers to provide high-bandwidth memory chip support for the Stargate project.
2. OpenAI expects monthly chip demand to reach 900,000 wafers, and Samsung and SK will become key suppliers.
3. The scope of cooperation includes establishing an AI data center in South Korea and strengthening the Stargate global computing network.

2. The scale of China's AI industry has exceeded 900 billion yuan, with the number of companies exceeding 5,300.

1. Data released by the China Academy of Information and Communications Technology on October 1 showed that the scale of my country's AI industry will exceed 900 billion yuan in 2024, a year-on-year increase of 24%.
2. As of September 2025, the number of AI companies in China will exceed 5,300, accounting for approximately 15% of the global total.
3. The China Academy of Information and Communications Technology also released the "Top Ten Keywords for the Artificial Intelligence Industry in 2025", covering new trends such as intelligent bodies, open source, and embodied intelligence.

3. Industrial structure optimization: the basic layer has the fastest growth rate, and the application layer has the largest volume

1. In 2024, the basic layer revenue will reach 309.9 billion yuan, a year-on-year increase of 54%, becoming the fastest growing link.
2. The scale of the model framework layer is approximately 31.5 billion yuan, an increase of 18% year-on-year.
3. Application layer revenue accounted for the largest proportion of 566.5 billion yuan, a year-on-year increase of 13%, indicating that AI applications are being implemented at an accelerated pace.

4. South Korea becomes OpenAI’s strategic hub in Asia

1. OpenAI CEO Altman recently met with the South Korean president and senior executives from Samsung and SK in Seoul to promote AI cooperation.
2. OpenAI has established an office in South Korea and may build South Korea into Stargate's core computing hub in Asia in the future.

5. Stargate Global Expansion: Multiple New Large Data Centers in the United States

1. OpenAI and its partners are building new data centers in Texas, Ohio, New Mexico and other places in the United States.
2. The flagship site, Abilene, has been put into operation, with future plans to expand capacity to gigawatts to support ultra-large model training and inference.

6. Floating Data Centers Become an Exploration Direction

1. Samsung's heavy industry, shipbuilding and other departments are involved in the research and development of floating data centers to alleviate land, cooling and expansion constraints.
2. This solution is expected to provide a new form of AI computing infrastructure in coastal and extreme geographical conditions.

Frequently Asked Questions (Q&A)

Q: What direct impact will OpenAI’s collaboration with Samsung and SK bring?

A: We will ensure the supply of high-bandwidth memory chips for the Stargate project and promote the establishment of an AI data center in South Korea to enhance OpenAI's strategic layout in Asia.

Q: What does it mean that the scale of the domestic AI industry has exceeded 900 billion yuan?

A: This indicates that my country's AI industry has entered a period of rapid growth, with the number of companies exceeding 5,300. This shows that the ecosystem is gradually maturing and its international competitiveness is improving.

Q: What is the significance of changes in industrial structure?

A: The rapid growth of the basic layer means that the investment in computing power and underlying technologies is accelerating. The largest volume of the application layer indicates that the implementation scenarios are expanding, and large-scale model applications are entering the popularization stage.

Q: What is the future of floating data centers?

A: It can be deployed in areas with limited land and difficult heat dissipation, reducing cooling and land costs, but there are still challenges in stability and adaptability to the marine environment.