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SoftBank founder Son makes his biggest bet by staking the Japanese giant's future on AI
SoftBankSoftBank(US:SOBKY) CNBCยท2025-08-11 01:29

Core Viewpoint - Masayoshi Son, CEO of SoftBank, is betting on artificial intelligence (AI) to revolutionize technology, predicting the arrival of artificial superintelligence (ASI) within the next decade [2][5]. Group 1: SoftBank's AI Strategy - SoftBank has made significant investments in AI firms, aiming to position itself at the forefront of a technological shift [3][5]. - The company acquired chip designer Arm for approximately $32 billion in 2016, which is now valued at over $145 billion, and is focusing on AI infrastructure [6]. - SoftBank plans to invest around 4.8 trillion Japanese yen (approximately $32.7 billion) in OpenAI, among other AI-related companies [7]. Group 2: Historical Context and Vision - Son's vision for AI dates back over a decade, with early discussions about "brain computers" and robotics [11][12]. - The Vision Fund, launched in 2017 with $100 billion in capital, aimed to capitalize on AI advancements but faced challenges due to investments in companies like Uber and WeWork [13][14]. - Despite setbacks, Son remains committed to establishing a robust AI ecosystem that integrates various components of AI technology [9][10]. Group 3: Market Dynamics and Future Outlook - The AI sector is characterized by rapid advancements and high competition, particularly between U.S. and Chinese firms [21][22]. - SoftBank acknowledges the early stage of AI investment and believes there are still significant opportunities ahead [19][23]. - Son's long-term vision includes positioning SoftBank for sustained success over the next 300 years, reflecting his willingness to take substantial risks in pursuit of AI leadership [24][25].