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Digitimes November 12, 2026 By DIGITIMES positive

Sam Altman warns Samsung of short-term AI demand volatility

SamsungOpenAIAI / LLMSemiconductorsMemorySupply ChainData Center
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than once. He nevertheless expects long-term AI demand to surge, creating shortages of chips and data centers and underscoring the need for greater supply chain investment.
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