According to Sawyer Merritt (@SawyerMerritt) citing TrendForce, Samsung is significantly ramping up its U.S. hiring of AI talent to support Tesla’s upcoming AI5 chip production. This strategic move is designed to secure advanced semiconductor expertise and strengthen Samsung’s role in the AI chip manufacturing supply chain. The increased hiring underscores the growing business opportunities in the AI hardware sector, especially as demand for high-performance AI chips surges across automotive and enterprise applications. For technology companies and investors, this development signals a robust market for AI-driven semiconductor innovation and highlights the competitive landscape among global chipmakers. Source: trendforce.com/news/2025/12/09/news-samsung-reportedly-speeds-up-u-s-hiring-as-tesla-prepares-for-ai5-production/

According to Sam Altman (@sama) on Twitter, OpenAI does not seek or endorse government guarantees for its datacenters, emphasizing that governments should avoid picking winners or losers in the AI market. Altman highlighted that while government-owned AI infrastructure could make sense, benefits should accrue to the public sector, not private firms. He also revealed OpenAI's ambitious infrastructure expansion plans, with commitments up to $1.4 trillion over the next eight years, targeting over $20 billion in annualized revenue by year-end. OpenAI is pursuing direct compute capacity sales and expects massive demand for AI cloud services, foreseeing further capital raises. Altman underscored the importance of scaling AI infrastructure now to meet growing demand and enable breakthroughs, especially in areas like scientific discovery and healthcare. He clarified that OpenAI does not aim to become 'too big to fail,' and supports government-backed semiconductor supply chains only for national strategic interests, not for private datacenter buildouts. This pragmatic approach signals significant market opportunities in AI infrastructure and cloud, while reinforcing a competitive and innovation-driven ecosystem (source: @sama, Twitter, Nov 6, 2025).