Much of the AI discourse tends to focus on Google, OpenAI and Anthropic, the entities behind Gemini, ChatGPT and Claude, respectively, who are all based in the United States.
There are others based elsewhere that are also pushing above their weight. This includes the Paris-based Mistral AI, largely believed to be the hottest AI startup in Europe. It appears that something might be cooking between Samsung and Mistral.
Mistral may need Samsung's help to build its chips
Korean media is reporting that Mistral AI CEO Arthur Mensch visit Samsung's Hwaseong campus in South Korea last week to discuss cooperation on AI. Mensch met with some top Samsung executives, including Jun Young-hyun, the vice chairman tasked with running Samsung's semiconductor business, and Chairman Jay Y. Lee.
Some market watchers believe that the purpose of this visit might have been to secure the supply of high-bandwidth HBM4 memory chips from Samsung. HBM4 chips are in very high demand from leading AI companies as they continue to expand the intelligence and inference capabilities of their models.
The fact that the visit was at the Hwaseong campus, where the command center of Samsung's semiconductor division is situated, supports the theory that this visit may have something to do with chips. It's also believed that if Mistral AI designs its own AI chip to reduce its dependence on NVIDIA, it may seek to take advantage of Samsung's foundry technology.
Post a Comment