每经AI快讯，1月28日，软银集团股价涨幅一度扩大至2%。 ...

By Deepa Seetharaman Jan 27 (Reuters) - SoftBank Group Corp (SFTBY, 9984.T) is in talks to invest as much as an additional $30 ​billion in OpenAI (OPAI.PVT), a person familiar with the ‌matter said on Tuesday, as the Japanese conglomerate doubles down on its bet ‌on the ChatGPT owner. The fresh investment would form part of a funding round that could raise up to $100 billion for OpenAI, valuing it at about $830 billion, the person said. Softbank shares rose more than 3% before the bell on Wednesday. ...

Core Insights - SoftBank is reportedly in discussions to invest up to an additional $30 billion in OpenAI, indicating a significant interest in the AI sector and potential growth opportunities for both companies [1] Company Summary - The investment discussions involve a substantial amount of $30 billion, which highlights SoftBank's commitment to expanding its portfolio in the technology and AI industry [1]

A year ago, the Chinese startup DeepSeek freaked out the stock market with the idea that developing artificial intelligence was much easier and cheaper than everyone imagined. But 12 months later, that’s turned out to be largely a mirage so far.DeepSeek erased a record $589 billion from Nvidia Corp.’s market value in one day after the company revealed an AI model thought to be comparable to those of OpenAI and Meta Platforms Inc. and developed at a fraction of the cost. Nvidia’s double-digit plunge led the ...

1.【迪拜版"硅谷"35亿美元大扩建，打造全领域未来科技创新基地】阿联酋宣布启动迪拜硅谷绿洲扩 建工程，投资额达35亿美元。扩建计划包含IO区与第14号街区两大项目，其中IO区投资额达30亿美 元，侧重于提供有助于促进未来技术发展的基础设施，目标优化迪拜的研发创新系统；第14号街区第 一阶段总投资达5亿美元，将作为提供优质体验的住宅生活区。（财联社） 2.【首届特种机器人科产融合大会举办】1月22日，由中国特检院牵头组织的"首届特种机器人科产融 合大会"在辽宁省大连市举办。大会以"特种机器人科产融合与场景培育"为主题，深入贯彻落实党中 央、国务院关于加快高水平科技自立自强，推动科技创新与产业融合发展的决策部署，按照市场监管 总局党组部署要求，聚焦特种机器人前沿科创动态与产创实践路径开展深入交流，加快推进特种机器 人科技与产业的深度融合。大会取得两项重要成果：一是正式发起成立"特种机器人百人会"，由中国 特检院、中国科学院沈阳自动化研究所总召集，百余名特种机器人领域颇有建树的中青年科学家组 成，旨在构建"政产学研金服用"一体化创新体系，推动技术转化、场景落地和产业协同。二是发布 《特种机器人发展（大连）倡议》， ...

Market Performance - The three major U.S. stock indices closed higher, with the Nasdaq up 0.43%, the Dow Jones up 0.64%, and the S&P 500 up 0.5% [1] Technology Sector - Technology stocks showed mixed results, with Apple, Oracle, and Meta rising over 2%, while Intel fell over 5%, and AMD and Tesla dropped over 3% [2] Chinese Stocks - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index down 0.62%. Baidu fell over 3%, Xpeng Motors down over 2%, and Alibaba down over 1%, while Li Auto rose over 1% [2] Commodities - Gold and silver experienced significant pullbacks, with silver's gains narrowing to 2% at approximately $105 per ounce after previously rising 14%. Gold's increase shrank to less than 0.8%, priced around $5020 per ounce after a prior rise of 2.5% [2] Global Developments - SoftBank's massive data center acquisition deal reportedly fell through, with plans to acquire U.S. data center operator Switch at a valuation of $50 billion (including debt) now abandoned [3] OPEC+ Production - OPEC+ is expected to maintain its current oil production levels in March, despite ongoing turmoil in Iran and Venezuela [4] Federal Reserve Outlook - Goldman Sachs anticipates that the upcoming Federal Reserve monetary policy decision will likely have a minimal impact on the market, with only slight adjustments expected. However, news regarding Powell's successor from the White House could have a more significant effect [5] AI Industry Shift - Jefferies reports a potential shift in focus within the AI industry, moving from large-scale platforms to key component suppliers, as the AI boom has created numerous winners, particularly among the "Tech Giants" [6] Automotive Industry - Volkswagen's CEO stated that the company may abandon plans to build a new Audi factory in the U.S. unless the U.S. reduces automotive tariffs, highlighting potential challenges in U.S. manufacturing policies [7] Health Concerns - India is facing a high-risk outbreak of the Nipah virus, with a mortality rate between 40% and 75%, and no specific treatments or vaccines currently available. The virus has spread in West Bengal, with five confirmed cases reported [8]

SoftBank (SFTBY) (SFTBF) has paused discussions about acquiring U.S. data center operator Switch, a potential setback to founder Masayoshi Son’s aim to roll out Stargate AI infrastructure, Bloomberg News reported, citing people with knowledge of the matter. Last month, it was ...

Core Viewpoint - SoftBank Group has terminated negotiations to acquire US data center operator Switch, which significantly impacts founder Masayoshi Son's ambitions for the "Stargate" AI infrastructure plan [1][9]. Group 1: Acquisition Negotiations - The acquisition, valued at approximately $50 billion, was seen as crucial for SoftBank to control an energy-efficient data center network to support the $500 billion "Stargate" plan, particularly for partner OpenAI [1][10]. - Masayoshi Son acknowledged the failure of the full acquisition plan earlier this month and canceled the scheduled announcement for January, although discussions for partial investment or partnership are ongoing [2][10]. - Following the news, SoftBank's stock fell by 6.5% during afternoon trading in Tokyo [2]. Group 2: Market Analysis - Analysts from Bloomberg Intelligence noted that the termination of the acquisition negotiations has left SoftBank's data center plans in a stalemate, with few announcements related to the "Stargate" initiative [3][11]. - They believe that strategic investments or partnerships will not provide the operational control that a full acquisition would have offered, limiting SoftBank's penetration in semiconductor and AI sectors [3][11]. Group 3: Financial and Strategic Pressures - SoftBank has been increasing its investments in AI but has fallen behind in the global race for hardware supporting machine learning, with funds primarily flowing to leading chip manufacturers like NVIDIA and TSMC [6][14]. - In the past year, SoftBank acquired an 11% stake in OpenAI and invested $22.5 billion in the company, along with a $6.5 billion acquisition of Ampere Computing and a $5.4 billion acquisition of ABB's robotics business [6][16]. - To raise funds, SoftBank has reduced its stake in T-Mobile US, liquidated its entire NVIDIA holdings, and increased margin loans using its Arm shares as collateral [6][16]. Group 4: Internal and External Challenges - Internal concerns exist regarding the scale of the acquisition and logistical difficulties associated with operating large data center campuses spanning from Las Vegas to Atlanta [7][15]. - Switch is also preparing for an IPO, with its investors considering a valuation of approximately $60 billion, including debt [7][15]. - Any acquisition would face strict scrutiny from the Committee on Foreign Investment in the United States (CFIUS) [7][15].

Core Insights - SoftBank Corp. has introduced the Infrinia AI Cloud OS, a software stack designed for AI data centers, led by President and CEO Junichi Miyakawa [1][8] Group 1: Capabilities and Advantages - Infrinia AI Cloud OS enables AI data center operators to offer kubernetes-as-a-service (KaaS) and inference-as-a-service (Inf-aaS), enhancing the deployment of GPU cloud services [2][10] - The software stack is expected to reduce total cost of ownership (TCO) and simplify operational complexities, facilitating quicker deployment and supporting the entire AI lifecycle [2][11] Group 2: Strategic Plans - SoftBank's initial strategy involves integrating Infrinia AI Cloud OS into its own GPU cloud offerings, with plans to expand to international data centers and cloud platforms for global acceptance [3] Group 3: Market Demand - The demand for GPU-accelerated AI computing is rapidly increasing across sectors such as generative AI, autonomous robotics, and drug discovery, leading to diverse user requirements [4] Group 4: Technical Features - The software stack automates infrastructure management, including BIOS, RAID configurations, and GPU drivers, while supporting on-demand reconfiguration of physical connectivity and memory [6] - Inf-aaS is designed to allow users to deploy inference workloads efficiently, providing scalable access to AI model inference [7]

每经AI快讯，1月22日，软银集团股价涨幅扩大，现涨12%。 （文章来源：每日经济新闻） ...