Group 1: Nvidia's Market Position and Performance - Nvidia has a first-mover advantage in AI-accelerated data centers, with demand for its hardware exceeding supply, allowing for a significant price increase of its GPUs and an adjusted gross margin of 78.4% in the fiscal first quarter [1] - Nvidia's H100 GPU has become the preferred choice for businesses implementing generative AI solutions, with the company accounting for an estimated 98% of the 3.85 million AI GPUs shipped in the previous year [11] - The company's market value has surged by nearly $3 trillion in just over 18 months, indicating a substantial increase in investor interest and confidence [19] Group 2: SoftBank's Investment Journey - SoftBank initially invested in Nvidia in May 2017, acquiring a 4.9% stake through its Vision Fund, which had approximately $90 billion in available capital [8][9] - Despite realizing a profit of around $3 billion from its Nvidia stake, SoftBank missed out on an additional $160 billion in capital gains due to selling its position during the crypto bear market [4][10] - Following the IPO of Arm Holdings, SoftBank's stake in the company has appreciated significantly, increasing in value to almost $176 billion, reflecting a $112 billion gain in just 10 months [24] Group 3: AI Technology and Market Dynamics - Analysts at PwC project that AI could contribute $15.7 trillion to the global economy by 2030, highlighting the transformative potential of AI technology [6] - There is a growing competition for Nvidia, as its top customers are developing their own AI GPUs, which could impact Nvidia's pricing power and adjusted gross margin [14] - Many businesses are still uncertain about how to effectively deploy AI solutions, indicating a potential delay in widespread adoption and implementation [13]

Group 1 - The core ambition of SoftBank is to develop artificial intelligence that is thousands of times smarter than humans, marking a significant shift in its strategic focus following financial restructuring efforts [1] - SoftBank plans to issue approximately $900 million in U.S. dollar-denominated bonds and €900 million (approximately $962.8 million) in euro-denominated bonds, with interest rates between 5.4% and 7% per annum [2][3] - The proceeds from the bond issuance will be utilized for debt repayment and general corporate purposes, indicating a focus on financial stability [2][3] Group 2 - Following the announcement of the bond issuance, SoftBank's shares experienced a 2.5% increase, reflecting positive market sentiment [4]

Speaking during SoftBank's annual general meeting of shareholders, Son dubbed this degree of AI "artificial super intelligence (ASI)," CNBC reported Friday. It was reported in May that SoftBank is planning to invest nearly $9 billion in AI, a figure that has more than doubled in the 12 months since Son said the company was ready to go on the "counteroffensive" after keeping its balance sheet at a very safe level. Various ASI models interacting with each other will enable them to achieve that milestone of be ...

Topline SoftBank founder and CEO Masayoshi Son on Friday told shareholders he and the company are on a mission to usher in an age of artificial superintelligence, dismissing the firm's past investments as a mere "warm up" and hinting the firm is ready to go on the offensive with ambitious bets and capitalize on the AI boom. SoftBank Group CEO Masayoshi Son wants to bring about superintelligent AI that is 10,000 times ... [+] smarter than humans. Getty Images Key Facts Son outlined his ambitious goal to brin ...

Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., speaks during the company's annual general meeting in Tokyo, Japan, on Friday, June 20, 2024. Son sketched out ambitions to help create AI thousands of times smarter than any human, making his most grandiose pronouncements since the Japanese conglomerate began taking steps to shore up its finances following a series of ill-timed startup bets. "But when it comes to ASI it's a totally different story. [With] ASI, you will see a big i ...

To help fund the deal and TravelPerk's broader expansion efforts, the company also raised $135 million in debt financing from private equity firms Blackstone and Blue Owl. AmTrav has long had data exchange arrangements in place with airline giants American Airlines and Southwest, he added. AmTrav, which operates in the same space as TravelPerk, will continue to operate under the same brand and its entire team will continue with the business. "Currently, the U.K. is our biggest market," Meir said in an inter ...

Elliott is lobbying for $15 billion worth of share buybacks, arguing that the buybacks will boost SoftBank's share price and "act as a sign of Son's confidence in his strategy," the Financial Times reported. SoftBank shares hit a high of 9,572 yen on Wednesday, 6.32% higher than its Tuesday closing price, according to LSEG data. The shares closed 4.6% higher at 9,420 yen on Wednesday. Elliott's stake was valued at more than $2 billion and the U.S. fund manager had been liaising with SoftBank's senior manage ...

Group 1 - SoftBank plans to invest nearly $9 billion in artificial intelligence (AI), with its investment commitments more than doubling to $8.9 billion in the past year [1][2] - The CFO of SoftBank, Yoshimitsu Goto, indicated that the company aims to maintain its investment pace and increase investments in AI companies [2] - CEO Masayoshi Son projected that artificial general intelligence (AGI) could become ten times more powerful than all of humanity by the end of the decade [2] Group 2 - SoftBank faces intense competition in the AI sector from tech giants like Microsoft, Amazon, and Google, which have invested billions in AI partnerships [3] - Microsoft and Amazon have allocated over $40 billion combined for AI-related and data center projects this year, with Microsoft planning to invest more than $16 billion globally and Amazon setting aside $15 billion in Japan alone [4] - The push for heavy investment in AI infrastructure is driven by the growing global demand for AI technologies and the need for secure and efficient data processing in cloud computing [5]

Operator SoftBank Group Corp. (OTCPK:SFTBY) Q4 2024 Earnings Conference Call May 13, 2024 3:30 AM ET Yoshimitsu Goto - Board Director & CFO Navneet Govil - SB Investment Advisers, SB Global Advisers, CFO Jason Child - EVP and CFO, Arm Company Participants Conference Call Participants As I mentioned earlier, for the two consecutive quarters, we recorded a net profit and orange line shows gain or loss on investments. Of course, it goes ups and downs, but in general it's been stabilized and we want to have Cas ...

Yoshimitsu Goto - Board Director & Chief Financial Officer Conference Call Participants First of all, I would like to introduce today's participants. From left, we have Yoshimitsu Goto, Board Director and CFO; Kazuko Kimiwada, Corporate Officer, Senior Vice President and the Head of Accounting Unit; Navneet Govil, SB Investment Advisers, SB Global Advisers CFO; and Jason Child, Executive Vice President and CFO, ARM. Jason is attending through the Zoom. This announcement is live broadcast over Internet. Good ...