Strong positioning in AI compute and enterprise software

Sam Altman Q&A with Samsung executives on AI deman: > Sam Altman warned Samsung executives that demand for AI memory could fluctuate in the short term. > He noted that there have been instances of the market overestimating demand regarding the growth of memory semiconductors and data centers. > He predicted that in the long term, AI usage will explode, leading to shortages of chips and data centers. > Called for increased investment in front of executives at global memory suppliers while simultaneously expressing caution regarding short-term demand forecasts. > Referring to the bubble controversy surrounding NeoCloud, an emerging cloud provider that rents out infrastructure specialized for AI computing such as GPUs, CEO Altman stated, "There was a double count of demand," adding, "Since OpenAI and Antropic are the only two companies actually driving the significant increase in demand, supply shocks and an unstable period may follow." > "In the long term, the demand for AI will increase tremendously," and that as AI generates customized software in real time and is utilized in robots, spacecraft, and scientific research, the usage of tokens—the units of information processed by AI models—will also increase significantly. > When asked what the biggest bottlenecks are for AI expansion, CEO Altman cited 'supply chains,' 'financing,' 'AI safety and social acceptance,' and 'corporate transformation.' > CEO Altman stated that investments in computational efficiency, such as proprietary chips, are bearing fruit, and emphasized that the company is achieving high operational efficiency based on long-term contracts. > Altman expressed confidence, stating, "The market is so large that the rules of the general-purpose commodity business do not apply," and adding, "We can build a great industry simply by meeting the global demand for tokens." $NBIS $CRWV $MU $SNDK $GOOGL $META $MSFT