尘埃落定。 作者 I 王露 报道 I 投资界PEdaily 孙正义最新大手笔出炉。 本周，软银宣布全现金收购AI芯片独角兽Amp e r e，金额高达6 5亿美元（约合4 7 0亿元人民币），直接买走了整个团队。 成立于2 0 1 7年，Amp e r e由前英特尔女总裁Re n e e J ame s一手创立，迄今公司已集结一支超过1 0 0 0人的团队。交易完成后，Amp e r e将 成为软银人工智能版图的一部分，而公司早期投资方凯雷和甲骨文则实现双双退出。 如此阔绰，正是孙正义豪赌AI的一抹缩影。就在前不久，他再次喊话，"AI竞争越来越激烈，必须冲到前面，必须勇敢，必须全押。" AI江湖不缺新战事——有人激战正酣，大举扫货；有人转身离场，落袋为安。 470亿，她把公司卖了 Amp e r e背后是一位女掌门。 公司联合创始人兼CEO——Re n e e J ame s，在硅谷长大，受工程师父亲的影响，从小就爱跟电脑打交道。大学却出人意料地选择了俄勒 冈大学的国际商务，而非热爱的理工科。 "不想成为工程师，是因为不想和爸爸一样，每天和上岁数的男同事们一起工作。"年轻时，Re n e e有自己的想法，认为 ...

以下文章来源于投资家 ，作者笔锋 投资家 . 投资家是投资家网旗下专注财经科技领域的内容平台。多次荣获年度影响力财经号，并多次获得百度、 头条、新浪、网易、搜狐、东财、同花顺、澎湃等颁发的荣誉奖项。投资家网是国内知名资本与产业创 新综合服务平台。 作者 ： 笔锋 来源：投资家（ID：touzijias） 赌神又出手了。 当"杠杆狂人"盯上AI，全球科技圈正在见证一场疯狂到窒息的豪赌。 近日，外媒一则报道，再次把孙正义推上了风口浪尖。这个曾用2000万美元押中阿里巴巴、狂赚2000 倍的日本首富，如今又盯上了AI。 他计划借款240亿美元（约合1744亿人民币），加上抵押ARM股份借来的185亿美元，再加上软银自 掏的100亿美元，孙正义这次至少要拿500亿美元，"All In"星际之门（Stargate）和 OpenAI这两个连马 斯克都直呼"离谱"的豪赌。 有人惊叹"这是人类史上最大规模的科技豪赌"，也有人嘲讽"孙正义又在画饼"。但孙正义根本不 care。2006年，他曾借款150亿美元收购沃达丰日本，当时被嘲"自杀式收购"，结果呢？成就了软银 的电信帝国。如今，他又要复制神话，高举杠杆，在AI战场上豪赌一 ...

据媒体看到的一份声明显示，软银将以全现金方式收购安培，这家总部位于加州圣克拉拉的公 司的估值为65亿美元。这笔收购预计将于周三晚些时候宣布。 软银集团表示，该交易已获得软银集团董事会的批准，但仍需获得惯例监管批准，包括美国反 垄断许可和美国外国投资委员会（CFIUS）的批准，以及满足或豁免其他成交条件，例如在所 有重大方面遵守契约，未能对 Ampere 产生重大不利影响以及某些与雇佣相关的事项。 软银集团预计，该交易将于 2025 年下半年完成。交易完成后，Ampere 将成为软银集团的 间接全资子公司。 资料显示，Ampere是2018年成立的一家半导体公司，专门为下一代云计算和 AI 工作负载设 计高性能、高能效的处理器。Ampere 目前拥有大约 1,000 名高技能半导体工程师及其卓越 的技术能力，有望在未来的增长市场中发挥关键作用。 Ampere公司由英特尔前总裁 Renee James 于 2017 年创立，她曾在英特尔服务长达28 年，曾是接任英特尔CEO的热门人选之一，但最终于2016年正式卸下总裁一职。同时， James也是甲骨文（Oracle）的董事会成员。 国芯网[原:中国半导体论坛] ...

Core Viewpoint - SoftBank has agreed to acquire Ampere Computing for $6.5 billion, emphasizing the belief that Ampere's chips will play a significant role in artificial intelligence and data centers [1][2] Group 1: Acquisition Details - The acquisition reflects SoftBank's commitment to expanding the application of Arm-based technology in various tasks, particularly in AI [1] - Ampere, founded eight years ago, specializes in data center chips based on Arm Holdings technology, which is widely used in smartphones [1] - SoftBank plans to operate Ampere as a wholly-owned subsidiary [1] Group 2: Market Context - The acquisition comes amid strong demand for chips supporting AI applications like OpenAI's ChatGPT [2] - SoftBank has announced a series of transactions to enhance its role in the AI sector, including a $500 billion investment plan to establish data centers in the U.S. [2] - Oracle is the largest investor and customer of Ampere, highlighting the strategic partnerships in the AI chip market [2] Group 3: Competitive Landscape - Intel, AMD, and Arm design microprocessors that play a crucial role in AI, working alongside GPUs for general computing tasks [3] - Nvidia is promoting Arm processors as alternatives to Intel and AMD chips, indicating a shift in the competitive landscape [3][4] - The AI microprocessor market is projected to grow from $12.5 billion in 2025 to $33 billion by 2030, showcasing the financial potential of this sector [3] Group 4: Ampere's Position - Ampere's microprocessors target the general data center market, with a new chip named Aurora designed for AI inference applications [4] - Oracle holds a 29% stake in Ampere, with its investment valued at $1.5 billion after losses [4][5] - Major tech companies like Amazon, Google, and Microsoft are focusing on developing their own Arm-based microprocessors, which could impact Ampere's market position [4]

Core Viewpoint - SoftBank has agreed to acquire Ampere Computing for $6.5 billion, indicating a strong belief in the potential of Ampere's chips to play a significant role in artificial intelligence and data centers [1][2]. Group 1: Acquisition Details - The acquisition reflects SoftBank's commitment to advancing AI technology, with CEO Masayoshi Son emphasizing the need for breakthrough computing capabilities [1]. - Ampere, founded eight years ago, specializes in data center chips based on Arm Holdings technology, which is widely used in smartphones [1]. - SoftBank plans to operate Ampere as a wholly-owned subsidiary [1]. Group 2: Market Context - The acquisition comes amid a surge in demand for chips that support AI applications like OpenAI's ChatGPT [2]. - SoftBank has announced several transactions aimed at increasing its influence in the AI sector, including a $500 billion investment plan to establish data centers in the U.S. [2]. - Oracle, a major investor and customer of Ampere, is involved in the "Star Gate" initiative alongside SoftBank and OpenAI [2]. Group 3: Competitive Landscape - Intel, AMD, and Arm design microprocessors that play a crucial role in AI, often working alongside GPUs from Nvidia [3]. - Nvidia is promoting Arm processors as alternatives to Intel and AMD chips for AI tasks, which could reshape the market [3]. - IDC predicts that the market for AI microprocessors will grow from $12.5 billion in 2025 to $33 billion by 2030 [3]. Group 4: Ampere's Position - Ampere's microprocessors target the general data center market, with a new chip named Aurora designed for AI inference applications [4]. - Major tech companies like Amazon, Google, and Microsoft are focusing on developing their own Arm-based microprocessors, although Oracle continues to support Ampere [4][5]. - Oracle holds a 29% stake in Ampere, with an investment value of $1.5 billion after accounting for losses [4].

Financial Data and Key Metrics Changes - Net asset value was a little shy of JPY 30 trillion at the end of December, but has increased to approximately JPY 33.5 trillion, close to a record high level [12][15] - Cash position increased to JPY 5 trillion, supported by margin loan capacity and bond issuance [17][18] - Net income for the year-to-date reached JPY 636.2 billion, marking a year-on-year increase of JPY 1.1 trillion [12][21] - Loan-to-value ratio stands at 12.9%, indicating a safe level for the investment company [19] Business Line Data and Key Metrics Changes - Vision Fund posted a loss of JPY 339 billion, while the investment business of holding companies recorded a loss of JPY 108 billion, primarily due to a decline in Alibaba shares [22][23] - Despite losses, derivative gains from Alibaba shares offset some losses, indicating a complex financial position [24] - The performance of the Vision Fund is mixed, with some portfolio companies like Grab increasing in value, while others like Coupang faced declines [27] Market Data and Key Metrics Changes - The weaker yen contributed to a JPY 540 billion loss in net income, as the exchange rate fell from JPY 142 per dollar to JPY 158 [25] - The foreign exchange rate fluctuations had a positive impact on net asset value, increasing it by JPY 3 trillion [26] Company Strategy and Development Direction - The company is focusing on the AI revolution, with significant investments in AI chips, data centers, and robotics as part of its strategic direction [4][7] - The Stargate project aims to deploy $500 billion over four years to support AI infrastructure, with an initial $100 billion earmarked for early projects [41][42] - The partnership with OpenAI and the launch of Cristal Intelligence are key initiatives to drive AI adoption in enterprises [55][56] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of maintaining a long-term perspective on investments, despite short-term market volatility [16] - The company is committed to exploring various opportunities in the AI sector and maintaining a robust financial position to support future investments [66] - The management acknowledged the challenges in project financing but expressed confidence in their ability to navigate these challenges [114] Other Important Information - The company plans to maintain a financial policy that keeps loan-to-value below 25% and ensures sufficient cash for bond redemptions [64] - The company is exploring renewable energy options for its power needs, prioritizing them over nuclear energy [122] Q&A Session Summary Question: Can you clarify the timing and initial investment amount for the Stargate project? - The project has not fully started yet, but the first project is expected to execute within the fiscal year, with incremental investments on top of existing ones [71] Question: Is SoftBank participating in OpenAI's new funding round? - Management refrained from commenting on speculation but indicated flexibility in increasing commitments to Vision Fund as needed [75][77] Question: Who will lead the financing for the Stargate project? - SoftBank will take the lead in designing financial instruments for the project, but specific site details have not been finalized [80] Question: How will the $3 billion fee for the joint venture with OpenAI be classified? - This fee will be expensed, and the exact payment structure is still being finalized [90] Question: What is the expected equity portion for the Stargate project? - The equity portion will vary by project, but it is expected to be a minority share, with financing structured on a project-by-project basis [97][100] Question: How does the company view the potential impact of Elon Musk's unsolicited bid for OpenAI? - Management expressed surprise at the news but emphasized that their partnership with OpenAI remains unchanged [105][117] Question: What is the company's stance on nuclear energy versus renewable energy? - The company prioritizes renewable energy over nuclear power in its future plans [122]

Earnings Results for the Nine-month Period Ended December 31, 2024 Investor Briefing February 12, 2025 SoftBank Group Corp. Disclaimers This presentation provides relevant information about SoftBank Group Corp. ("SBG") and its subsidiaries (together with SBG, the "Company") and its affiliates (together with the Company, the "Group") and does not constitute or form any solicitation of investment including any offer to buy or subscribe for any securities in any jurisdiction. This presentation contains forward ...

融资造假。 作者 I 杨文静 报道 I 投资界PEdaily 最近，东南亚创投圈炸开了锅。 时间回到十多年前，Gi b r a n Hu z a if a h还是一个印尼大学生。在一节水产养殖选修课上， Huz a if a h听教授讲述越南鲶鱼出口，发现印尼也同样有着巨大的机会，于是用兼职赚来 的钱租下两个鱼塘。 毕业时，Hu z a if a h 已经有了70多个鱼塘和一家鲶鱼加工厂，由于鱼饲料和人工投喂成本 过高，Hu z a if a h想出用智能手机操控投喂鱼食，并在201 4年找来专攻技术的大学校友成 立了一家新公司——eFis h e r y。 成立之初，eFis h e r y并没有被用户普遍接受，Huz a if a h抵押掉所有资产仍难以为继，于 是将目光转向了风险投资机构。然而VC也鲜有热情，Huz a if a h曾在采访中直言： "在20 1 8年以前，99 .9%的投资人都会拒绝我。" 起因是印尼明星独角兽eFis he r y造假风波。春节前夕，一份调查报告显示，eFis h e r y可能 在过去几年中虚增收入和利润——宣称20 2 4年前9个月录得1 6 0 0万美元利润，但 ...

上汽、吉利、比亚迪向欧盟法院提起诉讼，反对加征反补贴关税。 上汽集团、吉利控股和比亚迪就欧盟对中国电动汽车加征反补贴税一事，向欧盟普通法院提起诉讼。 此次诉讼是因为 2024 年 10 月底欧盟对中国制造的电动汽车加征反补贴关税，为期五年。比亚迪被加征 17% 关税，吉利为 18.8%，上汽集团最高为 35.3%。欧盟认为中国企业通过政府补贴压低出口价格，导 致不公平竞争。 上汽集团对此裁决表示强烈不满，认为调查过程中存在信息遗漏和认定错误。令中国车企感到不满的还 有对特斯拉中国的单独审查，这让特斯拉中国获得最低的额外关税，仅被加征 7.8%。 上汽是受欧盟反补贴关税影响最大的厂商，2024 年全年上汽集团海外销售汽车 108.2 万辆，根据欧洲汽 车制造商协会 ACEA 数据，上汽去年在欧洲市场的销量达 24.5 万辆，是欧盟地区销量最好的中国车 企。 并且，上汽也有持续进军欧洲市场的计划，集团旗下的智己汽车联席 CEO 刘涛在去年 2 月的媒体沟通 会上表示，2025 年，智己 LS6、L6 两款产品在欧洲等市场进行布局。 迷因币是加密货币的一种，受网络潮流、热梗启发而生，任何人都可以发行，多数只是个玩笑 ...

以下文章来源于字母榜 ，作者毕安娣 字母榜 . 让未来不止于大 AI行业一剂猛药。 作者 | 毕安娣 来源 | 字母榜 （ID：wujicaijing） 还没等奥特曼把5000亿美元的支票捂热乎，马斯克就在X上朝星际之门猛烈开火了。 "它们实际没有钱。"世界首富一发话，奥特曼不得不亲自下场回怼，称"（你的说法） 是错误的，你心里很清楚。" 除了马斯克之外，Anthropic CEO达里奥·阿莫迪（Dario Amodei）也发出了质疑， 认为星际之门看起来很混乱。不过，阿莫迪还是说了一句有"大局观"的话，称特朗普对 AI基建的关注是一件好事。 让上述大佬引发争执的起因，在于近期美国总统唐纳德·特朗普（Donald Trump）宣 布，OpenAI、软银集团和甲骨文公司共同创建名为"星际之门"的合资企业，未来四年 内投资5000亿美元，在美国建设AI基础设施。 这是一次牌面拉满的官宣：特朗普20日宣布就职，21日就和这三家公司的代表山姆·奥 特曼（Sam Altman）、孙正义、拉里·埃里森（Larr y El lison）一起在白宫宣布了这 个消息。 "星际之门"并不是第一次出现在大众视野，大约一年前，该计划 ...