软银踩刹车！暂停收购美国数据中心运营商Switch谈判 孙正义AI基建梦受挫

Group 1 - SoftBank has suspended negotiations to acquire US data center operator Switch Inc., which is a setback for CEO Masayoshi Son's ambitions to advance the "Star Gate" AI super project and build AI infrastructure [1] - Son had been seeking to acquire Switch for approximately $50 billion, believing that controlling its network of energy-efficient data centers across the US would support the $500 billion "Star Gate" project and provide computational power for partners like OpenAI [1][2] - Internal doubts within SoftBank regarding the complexity and scale of the acquisition have emerged, while Switch is preparing for an IPO that could value it at around $60 billion, including debt [2] Group 2 - Despite early investments in AI technology, SoftBank has missed opportunities in the semiconductor and hardware sectors, with most funding directed towards companies like Nvidia and TSMC [3] - Recently, SoftBank has increased its investments in AI, holding an 11% stake in OpenAI and investing $22.5 billion last month, along with acquisitions of Ampere Computing and ABB's robotics division [3] - Standard & Poor's has warned that SoftBank's investments in AI, combined with the decline in Arm's stock price, are putting significant pressure on its credit status [3]