Samsung and Mistral AI are exploring cooperation in the AI memory sector to secure semiconductor supply for AI models.
Why it matters
This collaboration highlights the critical link between advanced AI development and the underlying hardware infrastructure. As AI models become more complex and demanding, the need for specialized and reliable memory solutions increases. Partnerships between AI companies and semiconductor giants like Samsung are crucial for driving innovation and ensuring the scalability of AI technologies, addressing potential supply chain bottlenecks in a rapidly growing market.
Big companies that make AI chips, like Samsung, are talking with AI companies, like Mistral AI, about working together. They want to make sure there are enough special computer parts, called memory, for AI to work well.
Goldman Sachs predicts AI demand will significantly boost semiconductor revenues, potentially exceeding $700 billion by late 2026 due to increased investment in AI infrastructure.
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