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Masayoshi Son's Plans To Rival Nvidia With SoftBank's Own AI Chip Production Hit A Roadblock As Intel Talks Reportedly Fall Through

Masayoshi Son's Plans To Rival Nvidia With SoftBank's Own AI Chip Production Hit A Roadblock As Intel Talks Reportedly Fall Through

據報道,軟銀打算自主生產AI芯片,以與英偉達競爭,但其與英特爾的談判據稱已經失敗。
Benzinga ·  08/15 03:29

In a recent development, SoftBank Group Corp. (OTC:SFTBY) has hit a snag in its plans to produce an artificial intelligence (AI) chip that could rival Nvidia Corp. (NASDAQ:NVDA). The Japanese conglomerate's negotiations with Intel Corp. (NASDAQ:INTC) have reportedly collapsed due to Intel's failure to meet SoftBank's production demands.

最近,軟銀集團(OTC:SFTBY)計劃製造一種人工智能(AI)芯片來與Nvidia Corp.(納斯達克股票代碼:NVDA)競爭時出了一些問題。據悉,由於英特爾公司(納斯達克股票代碼:INTC)未能滿足軟銀的生產需求,這家日本企業與英特爾的談判已經破裂。

What Happened: SoftBank had been banking on Intel's manufacturing prowess, along with the chip designs of its subsidiary, Arm, and its latest acquisition, Graphcore, to develop a competitive AI chip. However, the talks fell through ahead of Intel's announcement of sweeping cost-cutting measures and significant layoffs in early August, Financial Times reported on Thursday.

發生了什麼:軟銀曾寄希望於英特爾的製造能力、其子公司Arm的芯片設計以及其最新收購的Graphcore,來開發一種有競爭力的人工智能芯片。然而,《金融時報》週四報道稱,在英特爾宣佈廣泛的成本削減措施和大規模裁員計劃前,談判已經破裂。

SoftBank's CEO, Masayoshi Son, has been strategizing to invest heavily in the AI sector, with plans encompassing chip production, software development, and data centers to house its processors. Despite the failed Intel talks, SoftBank is now turning its attention to Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world's largest contract chipmaker, blaming Intel for the breakdown of the negotiations.

軟銀首席執行官孫正義一直在謀劃加大對人工智能領域的投資,計劃包括芯片生產、軟件開發和數據中心以存儲其處理器。儘管與英特爾的談判破裂,軟銀現在將注意力轉向台積電股份有限公司(NYSE:TSM),這是世界上最大的代工芯片製造商,並指責英特爾破壞了談判。

SoftBank and Intel has yet to respond to Benzinga's queries.

軟銀和英特爾還沒有回覆Benzinga的查詢。

Why It Matters: SoftBank's pivot from venture capital to semiconductors and AI investments has been a significant shift in its business strategy. The company has been divesting billions of dollars from its publicly listed holdings since the end of 2021.

爲什麼重要:軟銀從風險投資轉向半導體和人工智能投資是其業務戰略的重大轉變。自2021年底以來,該公司一直在從上市持股中剝離數十億美元。

SoftBank's decision to sell its Nvidia shares in 2019, which could have been worth over $150 billion, has been seen as a missed opportunity. This has been followed by the company's acquisition of U.K.-based chipmaker Graphcore, as part of its multibillion-dollar AI push.

2019年,軟銀決定出售其英偉達股票,可能價值逾150億美元,這被視爲一個失誤。這之後,該公司收購了總部位於英國的芯片製造商Graphcore,作爲其數十億美元的人工智能推動計劃的一部分。

Despite the setback with Intel, Son remains determined to position SoftBank at the forefront of the AI revolution, pitching his plans to major tech groups like Google and Meta to secure support and funding for his new venture.

儘管在英特爾方面遇到了挫折,但孫正義仍然決心把軟銀放在人工智能革命的前沿,並向谷歌和Meta這樣的主要科技集團推銷他的計劃,爭取獲得支持和資金。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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