Bloomberg Tech South Korean Chipmakers to Supply OpenAI’s Stargate
8 snips
Oct 1, 2025 Samsung and SK Hynix are set to supply chips for OpenAI’s Stargate project, stirring reactions in the tech market. Dive into the tension between U.S. chip production goals and partnerships with Asian suppliers. Discover insights on private markets, including why companies are staying private longer and the challenges facing the semiconductor workforce in the U.S. Plus, check out the latest AI-powered devices from tech giants like Amazon and Google, reshaping smart homes and enhancing user experiences.
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Use Public-Market Insight For Private Deals
- Apply public market knowledge to private investments to capture value as companies stay private longer.
- Monitor late-stage private companies since their returns increasingly concentrate in the private market.
AI Revenue Validates Rising Debt Levels
- Leverage for AI CapEx is acceptable only if AI delivers the expected revenue streams.
- Overleverage poses risk if AI fails to meet revenue expectations.
Huge Valuations Persist In Private Markets
- Massive private valuations (e.g., Databricks) reflect the trend of companies staying private much longer.
- Late-stage private companies now include many with tens of billions in valuation.