SoftBank Group founder Masayoshi Son recently announced an ambitious investment plan that will invest up to $10 billion worldwide, focusing on the fields of artificial intelligence (AI) and semiconductor chips. This strategic move aims to build SoftBank into a leader in the global AI competition, especially in the construction of critical infrastructure. According to The Information, SoftBank is in in-depth negotiations with several banks, planning to use the funds to support AI energy projects and to purchase NVIDIA's high-performance GPUs on a large scale to meet the needs of future AI technology development.
As the scale and complexity of AI models continue to increase, the problem of power consumption has gradually become one of the key bottlenecks restricting the development of AI. Masayoshi Son is keenly aware of this challenge and sees it as a huge business opportunity. He is actively paying attention to breakthroughs in emerging energy fields such as solar energy, nuclear energy and fusion technology, hoping to solve the energy supply problems in AI development by investing in these technologies, thereby laying a solid foundation for SoftBank’s long-term layout in the AI field.
At the same time, SoftBank is also exploring an innovative financial structure to ensure smooth access to NVIDIA's GPU resources. One potential solution is to set up a special purpose company, purchase AI chips through bank loans, and then lease the hardware to SoftBank for use. This financial arrangement not only helps SoftBank avoid the risk of placing large amounts of debt on its balance sheet, but also ensures the company's continuous supply of AI hardware resources, thus maintaining a leading position in the fierce market competition.
Key points:
⭐ SoftBank plans to invest $10 billion in AI and chips
⭐Masayoshi Son positioned SoftBank as the leader in the global AI competition, focusing on AI energy issues
⭐ Explore innovative financial structures to ensure access to NVIDIA GPUs