Companies To Watch: Samsung’s rising role in the AI supercycle

Samsung isn’t just about Galaxy phones anymore. With its latest collaboration with OpenAI, the company is cementing its role as a global AI infrastructure leader. But can it balance innovation in consumer tech with the volatility of chips and fierce competition from rivals?

Join Dan Koh and Audrey Siek as they explore how this move could reshape its growth story, and whether the risks of cyclicality, smartphones, and global competition could limit its upside.

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