Link: Sources: SoftBank's Masayoshi Son has recently become singularly obsessed with how to build the next Nvidia and wants competitive AI chips ready to ship by 2026 (Bloomberg)

Masayoshi Son, SoftBank’s founder, is aiming to redefine the artificial intelligence chip market by investing $100 billion in the U.S. He seeks to rival Nvidia’s dominance by producing advanced AI chips, hoping for the first batch by 2026.

Son harbors ambitions to recreate SoftBank’s image, motivated by previous significant losses in ventures like WeWork. The recent focus shifts to Arm Holdings Plc, leveraging its designs for energy-efficient chips.

With substantial backing, including plans to possibly collaborate with Taiwan Semiconductor Manufacturing Co. and Graphcore Ltd, Son’s strategies suggest an aggressive expansion into AI infrastructure. This pivot aligns with a broad goal to incorporate AI across various platforms outside traditional data centers.

Despite SoftBank’s heavy debts, financial maneuvers are being discussed, indicating that Son remains unrestrained by financial barriers. His legacy, highlighted by both his spectacular wins and losses, fuels his current course of audacious investments.

Nvidia currently leads in AI accelerators, but the growing demand for AI computational power hints at opportunities for new entrants like SoftBank. Son believes in the potential of Arm’s technology, especially in energy efficiency and accelerating computations.

Son’s strategy includes not only a focus on high-tech advancements but also a significant commitment to ensuring these technologies reach everyday applications. His journey represents a bold bet on the future of AI and semiconductor technology, aiming to place SoftBank at the forefront of this industry revolution. #

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