Group 1 - Musk announced that Starlink has received approval from Saudi Arabia for maritime and aviation operations, marking its entry into a significant telecommunications market in the Middle East [2] - Microsoft plans to lay off approximately 3% of its workforce, affecting around 6,000 employees, as part of an effort to streamline management levels and improve operational efficiency [3] - Nvidia's CEO Huang Renxun announced a chip supply agreement with Saudi Arabia's Public Investment Fund for the AI company Humain, which includes the construction of a data center with a capacity of up to 500 megawatts [4] Group 2 - Google has launched an "AI Future Fund" aimed at investing in promising AI startups, providing them access to exclusive AI models and Google Cloud resources, although the fund's size has not been disclosed [5] - OpenAI's restructuring plan has received formal support from SoftBank, which is crucial for the advancement of OpenAI's transition to a for-profit model while maintaining its non-profit structure [6]

Gambling hasn't always worked out for SoftBank's Masayoshi Son. But as the Japanese billionaire begins to see his technology empire turn a corner, he'll be hoping he can pull off a huge bet on AI. On Tuesday, SoftBank, which has positioned itself as one of the most important backers to Sam Altman's OpenAI, posted its first annual profit in four years. Net income of 1.15 trillion yen ($7.8 billion) for the year ended March overcame a $1.5 billion loss the previous year.Fourth quarter gains helped overall pr ...

Core Viewpoint - SoftBank's $100 billion "Interstellar Gateway" project in the U.S. faces significant challenges due to economic risks stemming from the Trump administration's tariff policies, leading to stalled financing negotiations [1][2] Group 1: Project Financing and Economic Factors - As of three months after the project's announcement, SoftBank has not finalized its financing plan or engaged in substantial discussions with banks and private equity firms [2] - Initial talks with various lending institutions and asset management companies were held, but economic volatility and declining AI service costs hindered progress [2] - Higher capital costs and concerns over potential global recession affecting data center demand have made lenders cautious about high-risk investments [2][3] Group 2: Market Conditions and Investor Sentiment - Analysts indicate that tariffs could increase data center construction costs by 5% to 15%, raising concerns among potential investors about industry overcapacity [3] - Major tech companies have invested heavily in AI data centers, yet recent adjustments in strategies by firms like Microsoft and Amazon have led to a slowdown in data center projects [3] Group 3: OpenAI and Project Developments - OpenAI is experiencing internal turmoil, which adds uncertainty to the project, although SoftBank plans to proceed with its $30 billion investment in OpenAI [5] - Despite challenges, construction of the first data center in Abilene, Texas, is ongoing, which is expected to become the world's largest AI training facility [5][6] - SoftBank is evaluating additional data center locations, considering factors like power supply and investment returns to ensure project viability [5] Group 4: Long-term Outlook and Returns - SoftBank's founder believes current market fluctuations are temporary and that the investment will yield substantial returns, with estimates suggesting a 15% to 20% return rate for the "Interstellar Gateway" project [6] - Achieving expected returns will depend on ensuring high utilization rates of the data centers, which remains uncertain at this stage [6]

市场消息：软银首席财务官表示，软银对OpenAI的投资可能达到200亿美元。 ...

SoftBank and OpenAI’s plan to “immediately” invest $100 billion in artificial intelligence infrastructure in the US as part of the much-hyped Stargate project has faced months of delays due to fears that President Trump’s tariffs could send costs soaring, according to a report.Masayoshi Son, the CEO of Japan-based Softbank, and OpenAI co-founder Sam Altman had promised during a White House briefing a day after Trump‘s inauguration to deploy $100 billion and raise that figure to $500 billion over the next fo ...

Group 1 - SoftBank's plan to invest $100 billion in AI infrastructure in the U.S. is facing delays due to risks associated with White House tariffs impacting financing discussions [1][2] - The Stargate project, a collaboration between SoftBank and OpenAI, is projected to cost $500 billion over time, but financing templates and detailed discussions with financial institutions have not yet materialized [2][4] - Economic volatility and the emergence of cheaper AI services are causing financiers to reconsider investments in data centers, leading to a lack of deals despite preliminary talks [2][3] Group 2 - The White House's trade policies are making investors cautious about riskier investments amid recession concerns, which is affecting projects linked to OpenAI [3] - OpenAI is undergoing changes, including a retreat from plans to become a for-profit entity, and is seeking Microsoft's endorsement for its restructuring efforts [4] - The Stargate project is part of a broader trend among Big Tech firms developing AI data centers, which require specialized hardware for AI workloads [4][5]

但不确定性正在给谈判带来压力。以迈克尔·埃利亚斯为首的TD Cowen分析师表示，随着从服务器机架 到冷却系统和芯片等所有产品的关税谈判展开，数据中心的建设成本可能会上升5%至15%，一些运营 商甚至会面临更高的成本。 由于对产能过剩的担忧加剧，星际之门的潜在投资者也在观望。科技供应商一直在向数据中心投入数十 亿美元，以支持人工智能，但现在，微软正在撤出全球的数据中心项目。分析师表示，亚马逊正在调整 其数据中心战略，而亚马逊旗下AWS报告了一年来最慢的增长速度。 OpenAI 自身也经历了一些动荡，这带来了更多不确定性。在遭到前员工、学者以及竞争对手的公开反 对后，奥特曼不得不放弃将这家初创公司转型为营利性实体的计划。奥特曼表示，无论如何，软银都准 备继续向OpenAI全额投资300亿美元。但重组计划仍未获得其最大股东之一微软的批准。 知情人士透露，对于67岁的孙正义来说，市场动荡和投资者的疑虑只是小问题，他认为人工智能需求将 呈指数级增长，有望带来巨大回报。 智通财经APP获悉，软银集团在美国投资1000亿美元建设人工智能(AI)基础设施的计划已经放缓，因为 美国关税引发的经济风险阻碍了融资谈判。 软银创始 ...

市场消息：软银与OpenAI的1000亿美元合资项目遭遇资金障碍。软银尚未开始关于"星际之门"债务融 资的详细谈判。 订阅人工智能动态 +订阅 ...

智通财经5月12日电，据报道，软银与OpenAI投资1000亿美元的合资企业遭遇融资障碍。 ...

野村证券分析师Daisaku Masuno预测，本季度软银愿景基金投资的上市公司合计亏损约9亿美元。 智通财经APP获悉，日本科技投资巨头软银集团(SFTBY.US)预计将于周二公布当季财报，受科技初创 企业遇冷及主要投资标的亏损扩大影响，集团或将录得269亿日元(约合1.844亿美元)的净亏损。 分析师指出，日元走强及软银旗下电信资产(如季度涨幅超20%、接近历史高点的T-Mobile(TMUS.US)) 的优异表现，将部分抵消投资组合估值下调带来的负面影响。 根据汇编的五位分析师平均预测，今年1-3月季度净亏损将与上年同期2310亿日元净利润形成鲜明对 比。 投资组合中Swiggy和Ola Electric等企业股价期内均下跌约40%。面对快商务和电动车领域的激烈竞争， 这些去年上市的企业亏损持续扩大。 Crunchbase的数据显示，本季度风险投资集中流向成熟企业，而对愿景基金二期等早期阶段企业的投资 降至五个季度以来最低水平。 软银近期宣布了多年来最大规模的投资计划，包括承诺向ChatGPT开发商OpenAI投资200-300亿美元， 并于3月以65亿美元收购芯片初创公司Ampere Computin ...