Microsoft is looking forward to hosting a meeting with top executives from four big South Korean tech companies at the MS CEO Summit 2024. The summit is scheduled for May 14, 2024. It will reportedly be a closed-door discussion with the big companies – Samsung, SK Hynix, LG Electronics, SK Telecom, and Microsoft.
Microsoft could source hardware key to AI development and install its AI services into their products
Both Bill Gates and CEO Satya Nadella will be present in the discussions with the top executives of the overseas companies. Notably, Kyung Kye-hyun, the head of Samsung Electronics Device Solutions Division, Kwak Noh-jung, chief executive of SK Hynix, Cho Joo-wan, CEO of LG Electronics, and Ryu Young-sang, CEO of SK Telecom are invited to attend the meeting.
The goal of this meeting will be to explore opportunities to strengthen their partnership and boost the development of artificial intelligence. Discussions with Samsung and SK Hynix will likely center on the supply of high bandwidth memory chips (HBM) that are one of the key equipment in the development of artificial intelligence. Samsung and SK Hynix are the two biggest memory chipmakers.
Aside from memory chips, high-performance solid-state drives compute express link drives can also be a part of the deal. These are also some of the important hardware components required in the development of large language models. This is reportedly unusual for Microsoft, which goes to show how important it is for Microsoft to boost its AI capabilities.
Other than sourcing memory chips, the company may also engage in discussions with its guests such as Samsung and LG Electronics to install its AI services into their products. It will not only get them new customer and product categories for their AI technologies to operate but also strengthen the partnership.
Samsung is working on two new AI accelerators – the Mach-1 and Mach-2 that. These two new products will soon enter mass production. It could be possible that Microsoft will use one or both of the chips in the future. On the other side, even if Samsung has already been a user of Microsoft’s software products for a while, the Galaxy AI is heavily backed by Google’s Gemini. Features from Microsoft’s offering may also make their way to Galaxy going forward.
Speaking of SK Telecom, they invested $100 million in AI startup Anthropic to develop a large language model (LLM) specifically for telcos.
Related:
Via: gizmochina.com
