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凯德北京投资基金管理有限公司:软银全力投入ai,能否再造一个奇迹?
Sou Hu Cai Jing· 2025-08-12 12:37
Group 1 - Masayoshi Son, founder of SoftBank, is making a significant bet to position SoftBank as a core player in the artificial intelligence (AI) sector, predicting the emergence of "super artificial intelligence" (ASI) within the next decade [1][3] - SoftBank's recent investments include a $32 billion acquisition of Arm in 2016, which has now reached a valuation of $145 billion, and a $6.5 billion acquisition of Ampere Computing, enhancing its AI hardware capabilities [3][5] - The company's AI strategy encompasses various dimensions, including semiconductors, software, infrastructure, robotics, and cloud services, aiming to create a deeply integrated AI ecosystem [3][5] Group 2 - Son's vision for AI dates back to 2010 with the concept of "brain-computer" systems, and although some early projects like the Pepper robot did not succeed, they laid the groundwork for SoftBank's current AI strategy [5] - The Vision Fund, established in 2017 with a $100 billion scale, faced controversies due to investments in companies like Uber and WeWork, but has since shifted its focus entirely to AI investments [5][7] - The competition in the AI field is intense, with both Chinese and American tech giants vying for dominance in "general artificial intelligence" (AGI), while emerging companies are challenging the notion of U.S. AI superiority [7]