Group 1 - OpenAI recently completed a financing round of $8.3 billion, bringing its valuation to $300 billion, with notable investors including Blackstone, TPG, and T. Rowe Price, while SoftBank was absent from this round [1] - OpenAI's annual recurring revenue surged from $10 billion in June to $13 billion, with expectations to exceed $20 billion by year-end; the number of paid enterprise users for ChatGPT grew explosively from 3 million to 5 million, and weekly active users surpassed 700 million [3] - The absence of SoftBank in the recent financing round raises concerns about the partnership dynamics, especially since a previous $40 billion investment led by SoftBank had not materialized as expected, and there are ongoing delays in the AI infrastructure project "Star Gate" [4] Group 2 - The latest valuation of $300 billion positions OpenAI significantly ahead of competitors, as the race for funding in the generative AI sector intensifies, with competitors like Anthropic also seeking substantial investments [5] - Anthropic is expected to raise up to $5 billion in its latest funding round, potentially increasing its valuation to $170 billion, nearly tripling from $61.5 billion earlier this year [5] - OpenAI's CEO Sam Altman emphasized the imminent release of GPT-5, which is anticipated to be a more powerful model integrating multimodal capabilities and advanced reasoning, with a potential launch in early August [6]

Core Insights - Ericsson has strengthened its partnership with SoftBank through a new commercial agreement focused on enhancing 4G and 5G networks in various regions of Japan [1][2] - The agreement includes the provision of Ericsson's Radio System products, covering low, mid, and high frequency bands, aimed at expanding 5G Standalone coverage and improving operational efficiency with AI [2][3] Group 1: Partnership Details - Ericsson will enhance SoftBank's networks in regions including Hokkaido, Tohoku, Kanto, Hokuriku, Tokai, and parts of Kansai [1] - The partnership aims to deliver an outstanding user experience for both enterprise and consumer customers in Japan, focusing on 5G Standalone deployment and AI utilization [3] Group 2: Technology and Products - Ericsson will supply its latest radio access network (RAN) products, including the Massive MIMO AIR 3255, which reduces energy consumption by up to 35% compared to previous models [4] - The RAN Compute provided by Ericsson is optimized for real-time AI execution, enhancing user experience, coverage, mobility, and spectrum efficiency while reducing energy consumption [5][6]

Core Viewpoint - SoftBank-backed Indian eyewear giant Lenskart plans to file for a $1 billion IPO [1] Company Summary - Lenskart is a leading player in the Indian eyewear market, indicating strong growth potential in the sector [1] - The company aims to leverage the IPO to expand its operations and enhance its market presence [1] Industry Summary - The Indian eyewear market is experiencing significant growth, driven by increasing consumer demand and changing fashion trends [1] - The planned IPO reflects the growing interest in the eyewear sector, particularly among investors looking for opportunities in emerging markets [1]

【环球网财经综合报道】据知情人士透露，由OpenAI与软银集团牵头、初始投资达1000亿美元的AI数据中心项目"星际之门"（Stargate）推进 受阻，原计划4年内扩展至5000亿美元的宏伟蓝图已大幅缩水。目前，项目已将近期目标调整为今年年底前在俄亥俄州建立一座小型数据中 心，且至今未签署任何正式协议。 此次停滞对软银董事长孙正义的AI战略构成打击。过去十年，他斥资超1000亿美元布局AI领域，却屡屡错失关键标的。今年早些时候，软银 以300亿美元注资OpenAI，创初创企业单笔融资纪录，并同步推进"星际之门"以锁定算力基础设施话语权。为筹措资金，软银不惜举债并抛售 资产。然而，合作生隙后，奥尔特曼与孙正义上周在公开活动中虽重申"共建10吉瓦数据中心"目标，但业内普遍视为公关表态。 专家认为，"星际之门"遇冷暴露了AI巨头与资本方在战略节奏上的深刻矛盾。奥尔特曼需快速扩张算力以维持技术领先，而软银则希望通过控 制基础设施获取长期收益。随着甲骨文等第三方运营商崛起，OpenAI正构建多元化算力供应链，软银的独家合作伙伴地位或被削弱。这场变 局不仅关乎千亿项目成败，更将重塑全球AI基础设施竞争格局。（陈十一） ...

Core Insights - The "Stargate" AI infrastructure project in the U.S. is facing significant delays and has scaled back its initial ambitious goals, with no major data center deals finalized yet [1][2] - OpenAI and SoftBank had initially committed to invest $18 billion each to kickstart the project, but SoftBank has not participated in any recent announcements regarding large data center plans by OpenAI [1][2] - The project aims to build large AI data centers across the U.S. with participation from major tech companies like OpenAI, SoftBank, Microsoft, NVIDIA, Oracle, and ARM [1][4] Project Developments - The project's recent target has been significantly reduced to completing a small AI data center in Ohio by the end of this year, a stark contrast to the original plan announced in January [2][4] - OpenAI is now independently seeking substantial AI computing resources without waiting for SoftBank's financial support, opting to rent a large AI data center capacity from Oracle [2][3] - CoreWeave, recognized as a leading AI cloud computing provider, is also involved in providing AI computing resources, indicating a shift in the project's execution strategy [3] Financial Commitments - In January, the project was announced with a potential investment of up to $500 billion by 2029, with initial commitments of $100 billion and a plan to rent the infrastructure to OpenAI [4] - The initial investors included SoftBank, OpenAI, Oracle, and the Abu Dhabi sovereign wealth fund, with SoftBank responsible for financial arrangements and OpenAI for project operations [4] - The project was initially hailed as a transformative initiative, likened to a "new Manhattan Project," with U.S. government support promised for necessary resources [4]

凤凰网科技讯 北京时间7月22日，据《华尔街日报》报道，白宫宣布的规模高达5000亿美元，旨在大力 推动美国AI发展的"星际之门"项目起步艰难，并大幅缩减了近期计划。 奥特曼则渴望获得足够的计算能力以支持公司的下一代旗舰产品ChatGPT，因而撇开软银自主推进合 作，与其他运营商签订了数据中心协议。 知情人士称，OpenAI近期与甲骨文达成一项数据中心合作协议。根据协议，OpenAI将在三年内开始向 这家软件与云计算公司支付每年逾300亿美元的费用。 该协议未涉及软银，总装机容量达4.5吉瓦，其电力消耗将超过两座胡佛水坝的发电量，足以满足约400 万户家庭的用电需求。知情人士称，这些数据中心将分布在美国多个地区。 孙正义和奥特曼表示，他们的合作一切顺利。上周，他们在软银的一场活动中进行了视频连线。奥特曼 表示，他们的初步目标是共同建设10吉瓦的数据中心，这是"一段美妙的合作关系"。 软银和OpenAI在一份联合声明中表示，双方正在多个州推进项目，"以超大规模和高速度推动AI基础设 施建设，驱动未来发展并造福人类"。 知情人士称，尽管"星际之门"项目起步缓慢，但孙正义向合作伙伴表示，他仍看好OpenAI的发展前 ...

瑞穗银行：与软银启动金融大语言模型研发。 ...

瑞穗银行：计划使用软银、OpenAI开发的人工智能服务。 ...

市场消息：软银支持的旅游应用程序KLOOK客路据称考虑在美国上市。 ...

智通财经7月16日电，软银支持的旅游应用程序KLOOK客路据称考虑在美国上市。 ...