Group 1 - The article discusses the strategic moves of SoftBank under Masayoshi Son, focusing on its investments in AI and semiconductor industries to build a comprehensive AI computing ecosystem [1][3][25] - As of June 2025, SoftBank's net asset value is approximately 31 trillion yen, with a market capitalization of about 14 trillion yen, indicating a significant gap between asset value and market perception [3] - SoftBank's recent acquisitions include Graphcore, a struggling UK AI chip company, and a $20 billion investment in Intel, positioning itself as a major player in the semiconductor sector [9][10][11] Group 2 - Masayoshi Son's vision for SoftBank is to become the world's leading provider of Artificial Super Intelligence (ASI), focusing on AI chips, AI robots, AI data centers, and energy [7][19] - The Stargate project aims to create a new generation of AI infrastructure, with an investment of up to $500 billion to standardize and mass-produce AI servers in the U.S. [10][11] - SoftBank's investment in OpenAI, totaling $400 billion, signifies its commitment to both the infrastructure and application layers of AI technology [11][14] Group 3 - The acquisition of Ampere for $6.5 billion fills a gap in SoftBank's CPU capabilities, enhancing its position in the AI and cloud computing markets [14][15] - The purchase of Graphcore not only saves the company from bankruptcy but also diversifies SoftBank's AI accelerator technology portfolio [15][16] - SoftBank's strategy involves creating a capital map that integrates various components of the AI ecosystem, from IP (Arm) to CPUs (Ampere) and AI accelerators (Graphcore) [16][18] Group 4 - Arm's business model allows for long-term revenue generation through licensing, with a significant portion of its income coming from products launched years ago [20][21] - Arm is planning to develop its own chips, which could enhance its influence in the data center market, although this move carries risks and challenges [21][22] - SoftBank's approach contrasts with Nvidia's vertical integration and cloud giants' self-sufficient models, as it seeks to leverage capital to control various segments of the AI ecosystem [23][24]