OpenAI CEO Sam Altman’s recent multibillion-dollar partnerships with Samsung Group and SK Group for the Stargate AI infrastructure project have intensified scrutiny over the company’s financial sustainability. With operating losses of US$7.8 billion in the first half of 2025 alone, the AI giant’s “invest now, profit later” strategy is testing investor confidence despite its aggressive global expansion.

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far beyond cars. As artificial intelligence (AI) reshapes industries and geopolitical tensions disrupt global supply chains, Tesla’s recent move toward lower-priced EVs signals a broader organizational pivot: a long-term strategy that places AI, robotics, and semiconductor self-reliance at the core of its future.

Nvidia has reportedly confirmed it will use Samsung Electronics’ fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. After multiple setbacks, Samsung’s official entry into Nvidia’s supply chain is expected to shift the global HBM market landscape.