SoftBank(US:SFTBY) 第一财经·2025-07-16 07:17Core Viewpoint - Japan's adoption of generative AI remains low compared to global standards, with only 26.7% of the population having used such services in the fiscal year 2024, a significant increase from 9.1% in 2023 [1][3]. Group 1: Current State of Generative AI in Japan - The white paper indicates that Japan's AI research and application capabilities are lagging behind leading countries like the US and China [2][3]. - In fiscal year 2024, Japan's generative AI usage is significantly lower than China's 81.2% and the US's 68.8% [3]. - The primary reasons for non-usage among the Japanese population include a lack of knowledge on how to use AI and a perceived lack of necessity in daily life [3]. Group 2: Government and Corporate Initiatives - The Japanese government recognizes the need to enhance AI technology development and its application in various sectors [2][4]. - Prime Minister Kishida has acknowledged Japan's low AI adoption rate and is seeking collaboration with US companies to strengthen AI capabilities [5]. - SoftBank has established a joint venture with OpenAI to focus on enterprise-level generative AI, indicating a strategic move to boost AI applications in Japanese businesses [5][6]. Group 3: Societal and Economic Context - The white paper warns of potential negative impacts as digital technologies, including AI, become more integrated into society [4]. - Japan's demographic challenges, such as declining birth rates and an aging population, highlight the importance of AI in addressing future societal needs [6]. - The government has launched a $14 billion economic stimulus plan aimed at strategic investments in the semiconductor and AI sectors [6].