Microsoft is looking forward to meeting with top executives from four major South Korean technology companies at the MS CEO Summit 2024. The summit is scheduled for May 14, 2024. Reportedly, it will be a closed-door discussion with large companies – Samsung, SK Hynix, LG Electronics, SK Telecom, and Microsoft.
Microsoft can become a source of a hardware key for AI development and integrate its AI services into its products
Bill Gates and CEO Satya Nadella will be present at the discussions with top managers of foreign companies. In particular, Kyung Kie-hyun, Head of Samsung Electronics Device Solutions, Kwak No-jung, CEO of SK Hynix, Cho Joo-wan, CEO of LG Electronics, and Ryu Yong-sang, CEO of SK Telecom, have been invited to the meeting.
The purpose of this meeting will be to explore opportunities to strengthen their partnership and accelerate the development of artificial intelligence. The discussions with Samsung and SK Hynix are likely to focus on the supply of high bandwidth memory (HBM) chips, which are one of the key components in the development of artificial intelligence. Samsung and SK Hynix are the two largest memory chip manufacturers.
In addition to memory chips, high-performance solid-state drives that provide express communication between computing systems can also be part of the deal. These are also some of the important hardware components needed to develop large language models. This is reportedly unusual for Microsoft, which shows how important it is for Microsoft to expand its AI capabilities.
In addition to supplying memory chips, the company can also negotiate with guests such as Samsung and LG Electronics to install its AI services in their products. This will not only give them new categories of customers and products to work with AI technologies, but also strengthen their partnership.
Samsung is working on two new AI accelerators – Mach-1 and Mach-2. These two new products will soon enter mass production. It is possible that Microsoft will use one or both chips in the future. On the other hand, even if Samsung has been using Microsoft software products for some time, Galaxy AI is largely supported by Google’s Gemini. Features from Microsoft’s offering may also make their way to Galaxy in the future.
Speaking of SK Telecom, they have invested $100 million in Anthropic, a startup that develops a large language model (LLM) specifically for telecommunications companies.
