Core Insights - The AI start-up is collaborating with SoftBank and Oracle to invest $400 billion over the next five years [1] Company Collaboration - The partnership involves a Japanese conglomerate, SoftBank, and the cloud company, Oracle [1] Investment Details - The total investment planned by the AI start-up amounts to $400 billion [1] - The investment period is set for the next five years [1]

Investment and Partnerships - Nvidia is set to invest up to $100 billion in OpenAI, providing data center chips and gaining a financial stake in the AI company [1] - Nvidia will invest $5 billion in Intel, acquiring approximately 4% of the company after new shares are issued [2] - Oracle is in discussions with Meta for a multi-year cloud computing deal valued at about $20 billion [3] - Oracle has reportedly signed a significant cloud deal with OpenAI, where OpenAI is expected to purchase $300 billion in computing power over five years [4] - CoreWeave has signed a $6.3 billion initial order with Nvidia, ensuring that Nvidia will purchase any unsold cloud capacity [5] - Nebius Group will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over five years [5] - Google has entered a six-year cloud computing deal with Meta Platforms worth over $10 billion [6] - Intel is receiving a $2 billion capital injection from SoftBank Group, making SoftBank one of the top-10 shareholders of Intel [7] - Tesla signed a $16.5 billion deal to source chips from Samsung Electronics for its next-generation AI6 chip [8] - Meta acquired a 49% stake in Scale AI for about $14.3 billion, integrating its CEO into Meta's AI strategy [8] - Google will pay $2.4 billion in license fees to Windsurf for the use of its technology under non-exclusive terms [9] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI prior to its IPO [11]

Ola’s parent company ANI Technologies Pvt. Ltd has seen its staff size cut by more than half since April last year even as it struggles to hold its ground against ride-hailing rivals Uber and Rapido. The total number of salaried employees at ANI Technologies fell 57% to 376 in August from 886 in April 2024, as per the company’s data with the Employee Provident Fund Organisation. Three people aware of the developments at Ola Cabs, which was rechristened Ola Consumer last year, attributed the downsizing to t ...

智通财经APP获悉，软银集团(SFTBY.US)在日本股市基准指数中的权重不断上升，正迫使即使对其持怀疑态度的投资者也不得不买入该股。 三菱UFJ资产管理公司执行基金经理Hiroaki Tomori表示，投资者需要意识到，软银在OpenAI的持股将越来越多地影响其估值。OpenAI的大规模支出计划已 经在推动博通(AVGO.US)和甲骨文(ORCL.US)等美国科技股上涨。他表示："OpenAI的增长惊人，人工智能的应用正在变得无处不在。我们应该从OpenAI的 大额订单中看到信心的体现。" 软银创始人孙正义对人工智能的押注推动了该股股价自4月本财年开始以来飙升146%，成为东证指数(Topix)中表现最好的股票之一。同期，软银在该指数中 的权重已翻倍至2%，仅次于丰田汽车和索尼集团等蓝筹股。 enTorch Capital Partners首席投资官Yoshiki Nagata表示，尽管外界担心软银的波动性及其复杂的商业模式，但如果基金经理想要跑赢市场，他们就必须持有 该股。Yoshiki Nagata表示："现在很多机构投资者正苦恼于如何应对软银。如果你不持有这只特定股票，那么挑选其他优质投资所付出的所有 ...

软银集团正在进行一场深度转型。路透社援引内部备忘录和知情人士消息称，软银将裁撤全球愿景基金团队近 20% 的员工，把资源集中到创始人孙正义 在美国的大规模人工智能投资上。 这是自 2022 年以来，愿景基金第三次裁员。目前其全球团队规模超过 300 人。与前两次不同，此次削减并非因亏损压力，而是在基金刚刚交出自 2021 年 6 月以来的最佳季度成绩单后作出的决定。当季收益主要来自英伟达和韩国电商公司 Coupang 的股价上涨。 -------- 过去一年，他通过愿景基金二期向 OpenAI 投入了 97 亿美元，该基金目前管理资产约 658 亿美元。与此同时，软银正以 Arm 为核心，搭建从芯片到算力 再到大模型的全链条生态：收购 Graphcore、Ampere Computing，投资英特尔和英伟达，力图在"芯片—数据中心—模型"这一闭环上占据一席之地。 不过，这种"豪赌式"战略同样暗藏风险。路透社最新报道显示，美国的 Stargate 项目和与 OpenAI 在日本的合资计划均已出现延误。 软银首席财务官后藤芳光在 8 月财报电话会上强调，公司目前持有 4 万亿日元（约 270 亿美元）现金，"处于 ...

据路透社报道，软银集团旗下愿景基金（VisionFund）将在全球范围内裁员近20%的员工，创下风投史 上最大规模裁员纪录。软银集团董事长孙正义在全力押注人工智能后，担负投资功能的愿景基金也将投资 方向集中到人工智能领域。 愿景基金为何裁员？ 公开资料显示，愿景基金成立于2017年，截至2025年3月的年报显示，该基金目前规模1573亿美元，包 括愿景基金一期、二期和拉美基金。记者查询软银集团历年财报发现，愿景基金在截至2020年3月的财年 达到员工规模峰值，当时员工人数多达474人。 但自2022年开始，该基金开始持续裁员。目前在全球拥有300多名员工。但与前几轮集团背负重大亏损不 同，本次裁员是在公司实现强劲业绩背景下出现。 在2025—2026财年第一季度（4月—6月），公司实现了净营收1.82万亿日元，同比增7%，超市场预期 的1.7万亿日元；实现税前利润6899.4亿日元，同比大增205.7%；实现净利润4218.2亿日元，扭亏为 盈，高于市场预期的1582.3亿日元。 同时，愿景基金也交出了一份让投资者满意的答卷。该季度愿景基金部门投资收益达7268.37亿日元，税 前利润4513.94亿日元，去 ...

愿景基金为何裁员？ 公开资料显示，愿景基金成立于2017年，截至2025年3月的年报显示，该基金目前规模1573亿美元，包 括愿景基金一期、二期和拉美基金。记者查询软银集团历年财报发现，愿景基金在截至2020年3月的财 年达到员工规模峰值，当时员工人数多达474人。 但自2022年开始，该基金开始持续裁员。目前在全球拥有300多名员工。但与前几轮集团背负重大亏损 不同，本次裁员是在公司实现强劲业绩背景下出现。 据路透社报道，软银集团旗下愿景基金（VisionFund）将在全球范围内裁员近20%的员工，创下风投史 上最大规模裁员纪录。软银集团董事长孙正义在全力押注人工智能后，担负投资功能的愿景基金也将投 资方向集中到人工智能领域。 愿景基金本次裁员以及向人工智能转向，标志着孙正义开始摆脱此前庞大而分散风险的投资模式，并回 归他曾经的高风险+高回报的投资理念，进行大规模、集中的投资。 这种转向在软银集团层面早已经开始，公司过去一年多开始密集投资资本密集型人工智能，包括基础模 型以及基础设施。而愿景基金同样也在紧跟集团的步伐。今年年初，OpenAI完成400亿美元的融资，软 银集团通过愿景基金二期投资了97亿美元。 ...

Core Insights - SoftBank's joint venture with OpenAI, SB OpenAI Japan, is significantly delayed, with an expected update by November [1] - OpenAI is experiencing financial difficulties, struggling to meet a $300 million agreement with Oracle, raising concerns about its future [2] Financial Performance - SoftBank reported first-quarter net sales of 1.82 trillion yen ($12.54 billion), an increase from 1.70 trillion yen ($11.71 billion) a year earlier [3] - SoftBank's net income surged to 421.8 billion yen ($2.91 billion), recovering from a loss of 174.3 billion yen a year prior, with investment gains of 486.9 billion yen ($3.35 billion) primarily from Nvidia [5] Business Developments - SoftBank is making aggressive investments in AI, including a $40 billion round into OpenAI and a $6.5 billion acquisition of Ampere Computing [6] - The Vision Fund achieved a profit of 660.2 billion yen ($4.55 billion), significantly up from 32.4 billion yen a year ago, driven by rising share prices in companies like Coupang and Symbotic [5]

Tech Sector Developments - OpenAI is planning a $100 billion investment to build backup servers, referred to as the "Stargate" project, aimed at enhancing AI infrastructure with millions of specialized server chips, potentially involving Microsoft [2][8] - SoftBank Vision Fund is restructuring and cutting 20% of its global workforce, affecting approximately 50 to 60 employees, as it shifts focus towards high-stakes AI investments despite reporting its strongest quarterly performance since mid-2021 [3][8] - Google is appealing a court ruling that found it illegally monopolized parts of the online advertising technology market, while also advocating for reforms in the patent system to maintain its leadership in AI [4][8] Market Performance - U.S. stock markets opened higher, with the Dow Jones Industrial Average up 101.07 points (0.22%) at 46,243.49, the S&P 500 up 19.12 points (0.29%) at 6,651.08, and the Nasdaq Composite up 92.67 points (0.41%) at 22,563.40 [5][8] Global Economic Insights - Italy's Economy Minister expressed concerns about a strong Euro being a burden on EU exports and indicated that the government would carefully assess any EU proposal to utilize frozen Russian assets, considering legal limits [6][8] Corporate News - Johnson & Johnson received a favorable evaluation for its drug Nipocalimab from a European regulatory body, marking a significant step forward for the treatment of generalized myasthenia gravis [9]

Group 1: IIT Placements - The placement season at Indian Institutes of Technology (IITs) has commenced with strong recruiter interest, particularly from trading firms like Jane Street and Millennium Management [1][3][16] - IIT Kharagpur and IIT BHU anticipate surpassing last year's placement offers, with IIT BHU expecting to exceed 1,405 offers [5][16] - IITs are enhancing their appeal to recruiters by showcasing cutting-edge research and providing training in soft skills and leadership [6][16] Group 2: SoftBank Vision Fund - SoftBank's Vision Fund is laying off 20% of its global staff as part of a strategic shift towards artificial intelligence investments, particularly the $500 billion Stargate project with OpenAI [8][16] - The Vision Fund has seen its third round of layoffs since 2022, despite reporting a net profit of $2.87 billion in Q1, its best performance since mid-2021 [8][16] - Over the past year, SoftBank has invested $9.7 billion in OpenAI and acquired stakes in Nvidia and Intel to bolster its AI ecosystem [8][16] Group 3: Pepperfry Acquisition - Realty services firm TCC Concept has signed a term sheet to acquire up to 100% of Pepperfry, although the deal value and closure timeline remain undisclosed [9][16] - The acquisition aims to enhance TCC's presence in e-commerce and digital marketplaces, while Pepperfry seeks a new direction after years of declining growth and a failed IPO attempt [9][10][16] - Pepperfry's FY24 operating revenue fell by 30.6% to ₹188.9 crore, but losses decreased by 37.4% to ₹117.4 crore [10][16] Group 4: Digital Payments for Russian Tourists - Sberbank has partnered with Indian digital payments app Cheq to enable QR-code-based UPI payments for Russian tourists in India, circumventing Visa and Mastercard networks [11][16] - This initiative allows foreign tourists without Indian bank accounts to utilize UPI, enhancing payment accessibility in India [11][16] Group 5: Digital Personal Data Privacy (DPDP) Act - India is set to finalize the rules for the Digital Personal Data Privacy (DPDP) Act by September 28, 2025, after a decade of development [14][16] - The DPDP Act aims to establish a legal framework for processing personal data, focusing on privacy and the handling of children's data [15][16]