软银的杀手锏之一是Arm。全球99%的手机采用Arm架构芯片，如今它正进攻数据中心市场。亚马逊、 谷歌、微软纷纷采用Arm计算平台来打造定制芯片。分析认为，软银要的，是让 Arm+Ampere+Graphcore组成"数据中心芯片铁三角"，甚至有希望在未来挑战英伟达。 近几年间，软银先后收购英国AI芯片独角兽Graphcore、美国芯片设计公司Ampere，加上此前已成为 Arm大股东——软银正建立起AI芯片帝国。 三家公司分工明确——Arm提供芯片处理器IP、Ampere主攻数据中心专用芯片、Graphcore专注AI加速 器芯片研发。 软银还联手OpenAI，先是宣布"星际之门"计划、"水晶智能"项目，此后豪掷300亿美元追加投资。孙正 义的目标只有一个：为超级人工智能（ASI）铺路。 孙正义预言：2035年，AI智慧将是人类的万倍！为此，软银布局四大核心——芯片、数据中心、机器 人、能源。而芯片，正是这场革命的心脏。 21世纪经济报道记者骆轶琪广州报道 他曾是英伟达最大股东，却在巅峰前抛售，错失万亿市值。如今，他带着AI芯片帝国卷土重来——软 银孙正义，这次能撼动英伟达的霸主地位吗？ 六年前，软银清仓英 ...

Investment Rating - The report suggests a positive outlook for the aerospace and defense sectors, highlighting potential investment opportunities in companies like Howmet Aerospace, Loar Holdings, and Raytheon Technologies [6][7]. Core Insights - The AI data center sector is experiencing significant investment, with major companies like Microsoft and Meta planning to invest over $345 billion in AI infrastructure by 2025, indicating a potential bubble in the market [2][23]. - The aerospace industry is showing signs of recovery, with Airbus delivering approximately 70 aircraft in March, reflecting an 11% year-on-year increase [29]. - The defense sector is witnessing substantial contracts, such as Lockheed Martin receiving a $4.94 billion contract for precision strike missiles, indicating strong government spending in defense [35]. Summary by Sections Global Market Review - The U.S. stock market has shown a cautious sentiment, with the S&P 500 index declining over 1% recently, reflecting a risk-off attitude among investors [13]. Infrastructure - The AI data center sector is facing risks of overheating, with significant investments planned by major tech companies [23]. - The PJM Interconnection has released a reliability resource plan to ensure new power plants can connect to the grid efficiently [26]. - Poland is advised to delay the closure of coal plants to avoid a power shortage by 2030 [27]. Industrial Equipment - The price index for electric motors and generators in the U.S. has shown a year-on-year increase of 26% [20]. - China's transformer exports in early 2025 saw a significant increase of 48% year-on-year, indicating strong demand [57]. Energy - U.S. electricity prices have decreased by 35.5% recently, while the market for natural gas is showing mixed signals [5]. - The average spot price for uranium in the global market has decreased by 7.9% month-on-month [4]. Aerospace - The price index for aircraft engines and components has remained stable, with a year-on-year increase of 6.2% [31]. - The aerospace sector is actively pursuing sustainable development, facing challenges in achieving net-zero emissions [29]. Defense - The U.S. government defense spending price index has shown a year-on-year increase of 2.1% [36]. - The defense industry is experiencing a surge in contract awards, particularly in precision strike and unmanned systems [35].

Group 1 - Li Kaifu believes that the gap between Chinese and American large models has narrowed to about three months, with some areas performing better than OpenAI [1] - DeepSeek is highlighted for its strong focus on infrastructure, model training, and inference, with its DeepSeek-R1 Zero being a significant scientific contribution [1] - Li Kaifu respects DeepSeek's founder Liang Wenfeng for his dedication to technology and his refusal to compromise for commercialization [1] Group 2 - SoftBank is reportedly seeking up to $16.5 billion in loans to accelerate its investments in the U.S. AI market [2] - This potential loan would be the largest dollar loan in SoftBank's history, with discussions still in the early stages [4] - The financing aims to support SoftBank's $500 billion AI infrastructure initiatives and investments in robotics and semiconductors [4] Group 3 - Qualcomm announced the acquisition of MovianAI, enhancing its generative AI research capabilities [4] - MovianAI was previously part of VinAI, a subsidiary of the Vingroup conglomerate in Vietnam [4] Group 4 - The first AI robot live-streaming host has appeared in Taobao's "Jiao Ge Peng You" live-streaming room, selling products effectively [5] - The robot, model G1 from Yushu Technology, sold products worth a total of 1 million yuan in just one minute [5] - Transsion Group has established an AI division, ZAI, planning to invest approximately 2 billion yuan over three years in AI development [5]

Group 1 - OpenAI has secured a record $40 billion funding round led by SoftBank, raising its valuation to $300 billion, making it one of the largest private companies globally [1][2] - The investment from SoftBank accounts for 75% of the total funding, amounting to $30 billion, with other investors including Microsoft, Coatue Management, Altimeter Capital, and Thrive Capital [1] - The funding will be released in two phases: an initial $10 billion immediately, followed by $30 billion by the end of 2025, contingent on OpenAI's successful transition to a traditional profit-making model [1][2] Group 2 - OpenAI's valuation has surged from $157 billion in October of the previous year, reflecting the extreme enthusiasm in the AI sector [2] - If OpenAI were to go public today, it would rank 27th in the S&P 500, surpassing Chevron and just below Coca-Cola [2] - SoftBank's founder Masayoshi Son described AI as a "decisive force shaping the future of humanity," emphasizing the importance of the partnership with OpenAI [2] Group 3 - OpenAI announced the upcoming release of a "powerful new open-weight language model," aimed at competing with rivals like DeepSeek and Meta [2][3] - This represents a significant shift in OpenAI's traditional business model, which previously relied on subscriptions for products like ChatGPT and API access [3] - The open-weight model may allow OpenAI to monetize through custom or commercial licensing, expanding its revenue streams [3]

Group 1 - SoftBank Group is planning to build a large-scale AI factory park in the U.S., potentially committing over $1 trillion in collaboration with the U.S. government, significantly exceeding the previously announced $500 billion "Star Gate" AI infrastructure plan [1][4] - The initiative aims to address labor shortages in the U.S. by creating autonomous robotic factories that utilize AI technology [1][4] - The company is considering partnerships with firms like Foxconn to integrate AI technology into the production processes of various products, including smartphones and automobiles [7] Group 2 - The AI infrastructure plan announced in January involved an investment of $500 billion for developing data centers and power facilities for advanced AI [6] - The next phase of the plan focuses on using advanced AI-equipped robots to solve labor shortages in the manufacturing sector [6] - The "Star Gate" data center project is still in progress, with funding expected to come from four companies covering 10-20% of the capital, while the rest will be financed through debt [7]

Core Viewpoint - The article discusses the evolving business strategies of Masayoshi Son, the founder and CEO of SoftBank, highlighting his focus on information industry infrastructure and the shift towards artificial intelligence (AI) as a key area of investment [1][3]. Group 1: Business Evolution - Masayoshi Son has been characterized as someone whose business focus frequently changes, moving from internet and mobile broadband to semiconductors and now back to real industries, particularly AI [1][3]. - Son's recent investments include a significant commitment to AI, with plans to invest approximately 1 trillion yen in acquiring Ampere Computing, a semiconductor design company [1][3]. Group 2: Strategic Vision - Since founding SoftBank in 1981, Son's strategy has been to become a "banker" in the information industry, similar to John D. Rockefeller's approach in the oil industry, by controlling software distribution and infrastructure [2][3]. - Son's vision includes leveraging ARM and Ampere's semiconductor capabilities to manage big data flow while simultaneously operating large funds to discover future AI leaders [3]. Group 3: Future Challenges - As Son approaches 68 years of age, there are questions about his ability to transition leadership and whether he can establish himself as a key player in the AI sector [3].

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 ...

图片来源： Ampere 软银集团 3 月 19 日宣布，将通过一笔全现金交易，以 65 亿美元收购由前英特尔高管 Renee James 创立的芯片设计公司 Ampere Computing ， 此举旨在扩大其在人工智能基础设施领域的投资。交易 完成后， Ampere 将作为软银的全资子公司运营，预计交易将在 2025 年下半年完成。 凯雷集团和甲骨文公司，作为 Ampere 的主要投资者，将出售他们在加州圣克拉拉这家初创公司的股 份。 根据软银的声明，凯雷持有 59.65% 的股份，而甲骨文持有 32.27% 。 这家初创公司雇佣了 1000 名 半导体工程师。 据彭博社报道， 2021 年，软银曾考虑收购 Ampere 的少数股权，当时其估值达 80 亿美元。 软银是 Arm Holdings 的最大股东，而 Ampere 基于 ARM 计算平台开发了服务器芯片，这使两家公司 成为强有力的合作伙伴。 图片来源：软银 软银于 2016 年以 320 亿美元收购了英国芯片设计公司 Arm ，该公司于 2023 年上市。 Ampere 的客 户包括 Google Cloud 、 Microsoft Azure ...

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] ...