Core Viewpoint - SoftBank's $100 billion "Interstellar Gateway" project in the U.S. faces significant challenges due to economic risks stemming from the Trump administration's tariff policies, leading to stalled financing negotiations [1][2] Group 1: Project Financing and Economic Factors - As of three months after the project's announcement, SoftBank has not finalized its financing plan or engaged in substantial discussions with banks and private equity firms [2] - Initial talks with various lending institutions and asset management companies were held, but economic volatility and declining AI service costs hindered progress [2] - Higher capital costs and concerns over potential global recession affecting data center demand have made lenders cautious about high-risk investments [2][3] Group 2: Market Conditions and Investor Sentiment - Analysts indicate that tariffs could increase data center construction costs by 5% to 15%, raising concerns among potential investors about industry overcapacity [3] - Major tech companies have invested heavily in AI data centers, yet recent adjustments in strategies by firms like Microsoft and Amazon have led to a slowdown in data center projects [3] Group 3: OpenAI and Project Developments - OpenAI is experiencing internal turmoil, which adds uncertainty to the project, although SoftBank plans to proceed with its $30 billion investment in OpenAI [5] - Despite challenges, construction of the first data center in Abilene, Texas, is ongoing, which is expected to become the world's largest AI training facility [5][6] - SoftBank is evaluating additional data center locations, considering factors like power supply and investment returns to ensure project viability [5] Group 4: Long-term Outlook and Returns - SoftBank's founder believes current market fluctuations are temporary and that the investment will yield substantial returns, with estimates suggesting a 15% to 20% return rate for the "Interstellar Gateway" project [6] - Achieving expected returns will depend on ensuring high utilization rates of the data centers, which remains uncertain at this stage [6]

软银集团首席财务官：星门项目已经在美国各地找到了100多个地点，我们正在进行尽职调查。 ...

软银集团第四季度 净利润5,171.8亿日元，市场预估亏损1,081.1亿日元。 ...

市场消息：软银集团愿景基金2024全年亏损1150.2亿日元。 ...

Group 1 - The core focus of the article is that SoftBank is committed to developing next-generation storage chips [1] Group 2 - The initiative indicates a strategic move by SoftBank to enhance its technology portfolio [1] - This development could potentially impact the semiconductor industry by introducing advanced storage solutions [1]

孙正义的职业生涯，处处 彰 显出他勇于豪赌、出手不凡的特质。图片来源：Haruyoshi Yamaguchi—Bloomberg/Getty Images 在唐纳德·特朗普的第二任期之初，这位新任美国总统迎来了一次与部分核心盟友共同亮相的机会。在出席活动的领导人里，有些是意料 之中的，例如内阁提名人选、国会领导人、超级捐赠者埃隆·马斯克，不过，至少有一位嘉宾的现身令人颇感意外：日本亿万富翁、科技 领域投资者孙正义（Masayoshi Son）。 今年1月21日，孙正义在白宫罗斯福厅（White House Roosevelt Room）成为焦点，他宣布软银集团（SoftBank Group，孙正义旗下总部位 于日本东京的大型企业集团）将为"星际之门"（Stargate）项目提供大部分资金。该项目是软银携手OpenAI和甲骨文（Oracle）达成的一 项雄心勃勃的合作项目，旨在全力助推美国巩固在人工智能领域里的领先地位。孙正义为了可以在讲台上被众人看见，特意站在一个箱 子上，他的身旁是甲骨文的董事长拉里·埃里森和OpenAI的首席执行官萨姆·奥尔特曼。孙正义向特朗普承诺，"星际之门"项目将投入高 达5,000亿 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本 文 编译自 csis ，谢谢。 RISC-V 架构是一个开放的国际标准，用于规范计算机软件与硬件的接口方式。它作为一种共享语 言，设定了通信和互操作性的参数。开放标准为行业参与者提供了一种协作和开发技术解决方案的 途径，有助于加速创新并限制知识产权 (IP) 的滥用。 一些政策制定者担心开放标准可能威胁美国的国家安全和竞争优势。然而，标准的开放性本身并不 构成风险。事实上，RISC-V 不包含敏感知识产权，其合作开发也不需要企业披露知识产权。企业 竞争的是使用该平台开发的技术，而不是平台本身。RISC-V 通过创建一个灵活、低风险、低成本 的合作平台，增强了美国芯片设计公司的竞争力。为了抓住这一机遇，美国应继续支持 RISC-V 在未来芯片创新中的应用。 ISA 格局中的 RISC-V 目前，有两种领先的半导体指令集架构 (ISA)占据了大部分市场：x86（来自美国的 Intel/AMD） 和 ARM（来自英国的 Arm Holdings，该公司由日本软银集团控股）。ISA 主要有两种：复杂指 令集计算机 (CISC) 和精简指令集计算机 (RISC)，它们 ...

Group 1 - The Asian Development Bank (ADB) will hold its 58th annual meeting in Milan, Italy, from May 4 to 7, 2025, focusing on digital transformation and regional integration in the Asia-Pacific region [2] - Chinese Finance Minister Liu Kun emphasized the need for multilateral cooperation to address global economic risks exacerbated by unilateralism and protectionism [2][3] - China aims to contribute approximately 30% to global economic growth, with a GDP growth target of around 5% for 2025 [3] Group 2 - CATL has received approval from the Hong Kong Stock Exchange to list in Hong Kong, with plans to raise approximately $5 billion [5] - In its 2024 annual report, CATL projected revenues of 362.01 billion yuan, a year-on-year decrease of 9.7%, while net profit is expected to rise by 15.01% to 50.75 billion yuan [5] - Seres reported April sales of 31,488 new energy vehicles, a year-on-year increase of 12.99%, but cumulative sales for the year are down by 29.87% [6] Group 3 - Pony.ai announced a global strategic partnership with Uber to integrate its Robotaxi fleet into the Uber platform, starting in the Middle East [7] - OpenAI has abandoned its plan to transition to a for-profit model, which may affect SoftBank's investment, potentially reducing it from $40 billion to $20 billion [10] - Skechers has agreed to be acquired by 3G Capital at a cash price of $63 per share, representing a 30% premium over its recent trading price [11]

Core Insights - OYO Hotels has postponed its IPO originally scheduled for October due to opposition from SoftBank [1] Company Summary - The decision to delay the IPO indicates potential challenges in securing investor confidence and highlights the influence of major stakeholders like SoftBank on OYO's strategic decisions [1]

扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 1.【英伟达CEO称中国在AI领域"并不落后"于美国，两国差距很小】据美国消费者新闻与商业频道 （CNBC）、彭博社报道，美国英伟达公司总裁兼首席执行官（CEO）黄仁勋当地时间周三（4月30 日）表示，中国在人工智能（AI）领域"并不落后"于美国，两国在该领域的差距很小。报道称，黄仁 勋是在华盛顿特区出席一场科技会议时作出的上述表态。当天有记者问及"中国在AI领域落后美国多 少？"的问题，对此，黄仁勋表示，"中国并不落后（于我们）"。记者追问，"他们领先于你们 吗？"对此，黄仁勋说，"中国紧跟在我们后面，我们非常、非常接近。记住，这是一场长期的、无限 的竞赛。"接着他提醒记者，中国有着强大的技术能力，"世界上50%的AI研究人员是中国人"。（环 球网） 2.【孙正义强调对美AI投资是至今最大规模】日本软银集团董事长兼社长孙正义4月30日出席了在美 国华盛顿白宫举行的介绍特朗普执政下企业投资成果的会议。关于已宣布向人工智能（AI）领域投资 5000亿美元一事，孙正义强调"作为美国的基建投资，这是至今为止最大规模"。（证券时报） 3.【谷歌在AI聊天机器 ...