Group 1 - The company reported a net profit of 248.59 billion yen (approximately 1.6 billion USD) for the third fiscal quarter, exceeding analyst expectations of around 857 billion yen, marking its fourth consecutive profitable quarter and the first since 2021 [1][2] - SoftBank has invested over 30 billion USD in OpenAI, holding an 11% stake as of December last year, and is negotiating an additional investment of up to 30 billion USD, which could raise OpenAI's valuation to approximately 750 billion to 830 billion USD [1][2] - The estimated investment return for SoftBank in OpenAI is around 19.8 billion USD as of December [2] Group 2 - SoftBank holds approximately 90% of shares in chip design company Arm Holdings Plc, linking its stock performance closely to the performance of ChatGPT against competitors like Google's Gemini and Anthropic's Claude [2] - The company is increasing investments in other areas of the artificial intelligence ecosystem, with founder Masayoshi Son aiming to play a more significant role in shaping the future of technology [1][2]
软银连续四个季度实现盈利 对OpenAI的投资估值收益带来提振