Threat to NVIDIA: OpenAI and Samsung Co-Develop Next-Generation AI Chips

The creators of ChatGPT are tired of paying astronomical margins to equipment market monopolists. On September 9, 2026, OpenAI representatives in Seoul officially confirmed the expansion of their strategic cooperation with Samsung Electronics. The lab is moving towards the joint development and production of next-generation AI chips (ASICs).

This is not just the procurement of HBM memory for the Stargate project; it is the construction of a proprietary, vertically integrated hardware stack. Sam Altman is executing a plan to gain full control over the cost of computing: from the architecture of language models to crystal lithography at Samsung foundries. For macroeconomics, this is a signal of a tectonic shift. If OpenAI successfully brings its chips into production, the industry's dependence on NVIDIA silicon will drop sharply, completely reshaping the distribution of revenue in the trillion-dollar AI infrastructure market.

Source: OpenAI / Samsung / Reuters