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Samsung's move is pretty aggressive!
OpenAI has made ChatGPT Enterprise and Codex available to all Samsung Electronics employees in Korea, as well as employees in the global DX department.
Isn't this just creating demand for themselves?
The more employees use AI, the more models run, the more models run, the more computing power is needed, the more computing power is needed, the more valuable HBM becomes, and then who sells HBM? Samsung itself.
Others use AI to reduce costs and improve efficiency, but Samsung uses AI to press the accelerator while selling gasoline.
This is what true closed-loop operation looks like.