OpenAI聯手Kakao攻韓!三星、軟銀都傾掂數,AI霸業再下一城!

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OpenAI 與 Kakao 簽署協議,並與 SoftBank 和三星討論 Stargate 項目

2025年2月4日,韓國首爾 – OpenAI 宣布將與韓國的聊天應用程序運營商 Kakao 合作,開發人工智能產品,這是本周與亞洲高端合作夥伴的第二個主要聯盟。

OpenAI 的首席執行官山姆·奧特曼(Sam Altman)還在首爾與三星電子、SoftBank 和 Arm Holdings 的領導人進行了單獨會面。SoftBank 的首席執行官孫正義(Masayoshi Son)告訴記者,雙方討論了位於美國的 Stargate AI 數據中心項目。

在亞洲的快速巡迴中,奧特曼於周一宣布與 SoftBank 簽署了一項在日本的 AI 服務合作協議,據消息來源,他計劃於周三訪問印度,並希望會見印度總理莫迪(Narendra Modi)。

與 SoftBank 一樣,Kakao 表示將利用 ChatGPT 創始人開發的技術來提升其產品。

Kakao 擁有韓國市場主導的通訊應用 KakaoTalk,佔有高達 97% 的國內市場份額,並已擴展至電子商務、支付和遊戲等領域。該公司將 AI 視為一個新的增長引擎,但分析師表示,它在 AI 競爭中落後於本地競爭對手 Naver。

奧特曼在與 Kakao 首席執行官鄭時娜(Chung Shina)舉行的聯合新聞發布會上表示:「我們特別對 AI 和通訊感興趣。」他補充道,韓國的能源、半導體和互聯網公司使這個國家成為 OpenAI 重要的市場,對 AI 產品的需求正在迅速增長。

Stargate:韓國計算中心

奧特曼還表示,許多韓國公司將是 Stargate 數據中心項目的重要貢獻者,這是一個由 OpenAI 和 Oracle 共同推動的項目,旨在在美國建立 AI 能力,並得到了美國總統唐納德·特朗普的支持。奧特曼拒絕詳細說明,表示他希望保持合作對話的保密性。

在三星辦公室會議前,孫正義告訴記者,將討論與三星的潛在合作。當被問及三星是否被邀請參加該項目時,他表示:「我們進行了非常好的討論」,但沒有進一步詳細說明。

英國芯片設計公司 Arm 的首席執行官瑞內·哈斯(Rene Haas)表示,三星是「一個出色的合作夥伴」。

三星拒絕對會議進行評論。

奧特曼還在周二與 SK 集團董事長崔泰源(Chey Tae-won)會面。SK 海力士和三星電子生產用於 AI 處理器的高帶寬記憶體芯片。

SK 海力士表示,與奧特曼的討論涵蓋了 AI 芯片和 AI 生態系統的全面合作計劃。

當被記者問及 SK 海力士是否會加入 Stargate 計劃時,孫正義拒絕回答,只表示尚未決定具體細節。

另外,當被問及 OpenAI 是否考慮參與和投資韓國的 AI 計算中心項目時,奧特曼表示,該美國公司「正積極考慮」此舉。

上個月,韓國政府表示計劃建立一個國家 AI 計算中心,預計將吸引來自公私部門的投資,總額可達 2 兆韓元(約 14 億美元)。

周二,Kakao 的股價下跌 2%,此前一天上漲了 9%。

對於這一系列合作的發展,不難看出 OpenAI 正在積極擴展其在亞洲的影響力,尤其是在韓國和日本等技術先進的市場。這不僅是對當地科技公司的支持,也可能對全球 AI 生態系統產生深遠的影響。隨著各大企業紛紛進入 AI 領域,未來的競爭將會更加激烈,企業如何在這場競爭中脫穎而出,將成為值得關注的焦點。

以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。

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