SoftBank(US:SOBKY) 智通财经网·2025-11-26 06:53Core Viewpoint - SoftBank Group has completed the acquisition of US chip startup Ampere Computing for $6.5 billion, enhancing its position in the AI hardware sector [1][2] Group 1: Acquisition Details - The acquisition of Ampere Computing makes it a wholly-owned subsidiary of SoftBank Group, with its financial performance to be included in SoftBank's consolidated financial statements from the acquisition date [1] - Following the announcement, SoftBank's stock price rose by 8% in early trading on the Tokyo Stock Exchange [1] Group 2: Company Background - Ampere Computing was founded in 2018 by former Intel president Renee James and focuses on developing data center server chips based on Arm architecture, aiming to challenge the x86 ecosystem [1] - The company has launched the Ampere Altra and Ampere Altra Max cloud-native processors, which are already in use in seven major global data centers [1] Group 3: Strategic Implications - SoftBank, already a major shareholder in Arm, aims to leverage its holdings in Arm, Ampere, and Graphcore to regain control over key technologies in the global AI computing infrastructure ecosystem [2] - The acquisition significantly strengthens SoftBank's business layout in AI computing infrastructure, creating a vertical integration of instruction set architecture, CPU, and accelerator chips [2] Group 4: Vision of Leadership - SoftBank founder Masayoshi Son is focused on his "AI super blueprint," aiming to capitalize on the global AI wave for substantial investment returns [3] - The strategy includes a $500 billion project called "Stargate" in collaboration with OpenAI, Oracle, and the Abu Dhabi Technology Investment Fund, alongside significant long-term investments in AI leaders like OpenAI and TSMC [3]