SoftBank yakavhara iyo kutengeswa kwakazara kwechikamu chayo muNvidiaMutengo uyu, unokosha pamadhora 5.83 bhiriyoni, wakaitwa kuburikidza nekutengeswa kwemamiriyoni makumi matatu nemaviri emamiriyoni muna Gumiguru. Management inosimbisa kuti iyi i chisarudzo chemari chete kusimbisa mari inochengeterwa mapurojekiti matsva muhungwaru hwekugadzira, kwete shanduko inopikisana nemugadziri wechip.
Nhau dzinouya pakati pekuwedzera kweiyo Japan firm's AI ecosystem, iyo inoronga kuendesa capital yakanangana. OpenAI, Ampere Computing uye zvivakwa zvakakura zvakadai seStargate data center project. Pamusika, Nvidia migove yakadonha 1,3% mukutengesa kusati kwamusika.Zvichakadaro, gakava riri kuenderera mberi pamusoro pekuti kukosha kwechikamu kunotsigira here kukurumidza kwekudyara.
Chii chakatengeswa neSoftBank uye nei?
Kuvhiya kunosanganisira kutengeswa kwe100% yenzvimbo muNvidiaye5.830 bhiriyoni. Sekureva kwaChief Financial Officer Yoshimitsu Goto, kutengeserana uku chikamu che mari optimization kutsigira zvirongwa zveAI uye hazviratidzi maonero asina kunaka emangwana ekushanda kwekambani yeAmerica.
Paakabvunzwa nezve mukana weAI "bubble," Goto akanzvenga kutora chinzvimbo uye akadzokorora kuti chinangwa ndechekutungamira mari kumapurojekiti ari nani kune SoftBank's strategyManagement inosimbisa kuti danho harishandure chiono chayo chenguva refu chebasa reAI muhupfumi.
Kuenda kune capital: OpenAI, Ampere uye zvivakwa zvitsva
SoftBank inoronga kuisa mari Imwe $22.500 bhiriyoni yeOpenAI kuburikidza neVision Fund 2 muna Zvita, sechikamu chepasuru hombe inotungamirwa nekambani iyo yakabatanidzwa nevanoisa mari. Uyezve, inochengetedza hurongwa hwayo hwekuwana Ampere Computing ye6.500 bhiriyoni uye akabvuma kutenga ABB's robotics division ye5.400 bhiriyoni.
Mukufanana, boka iri kusimudzira zvirongwa zvakakura zvakaita se Stargate (AI data centers) muUnited States) uye ari kudzidza kugona kwemaindasitiri kune ramangwana repamusoro AI-yakabatana kugadzira muArizona. Kusimbisa kugumbura uku, yakawedzera Arm shares yakachengetedzwa chikwereti kubva $13.500 bhiriyoni kusvika $20.000 bhiriyoni, aine $11.500 bhiriyoni achiripo, uye akawana $8.500 bhiriyoni bhiriji chikwereti chekudyara muOpenAI, kuwedzera kune imwe yekutenga Ampere.
Kukanganisa kwemusika uye kuongororwa kwemaindasitiri
Mushure mekunge kutengeserana kwazivikanwa, Nvidia yakadonha neyakatenderedza 1,3% mukutengesa kusati kwamusika. Uye kusahadzika kwakamukazve pamusoro pekuti kushandiswa kwerekodhi paAI zvivakwa kuchaunza kudzoka kwakaringana. Kunyangwe iyo mari ine mwero kana ichienzaniswa neiyo chipmaker's market capitalization, kutengeswa kunosimbisa kutarisa kweSoftBank pa. liquidity uye kusarudza kushandiswa kwemari muAI kukosha kweketani.
Vanotungamira vanoongorora vanotenda kuti danho harirevi shanduko mukurerekera kuna Nvidia, asi tactical kugadzirisa kupa mari mapurojekiti uko SoftBank inovavarira kutora yakananga kukosha, kubva kune yekutanga modhi kuenda kune Hardware uye marobhoti.
Kumashure: hukama hweSoftBank-Nvidia
SoftBank yakanga yatosunungura chinzvimbo chayo muna 2019 uye yakadzoka muna 2020 ne zvihombe zvishomaPakupera kwaKurume, kubata kwayo kwaive kusvika pamadhora mazana matatu emadhora uye yakabatsirwa kubva murally yakatevera kusimuka kweiyo generative AI. Kubva ipapo, Nvidia akawedzera anopfuura 2 miriyoni emadhora mukukosha kwemusika, kusimbisa toni yakanaka yeakaundi eboka reJapan.
Iyo trajectory inoratidza nzira inoshanda kune zvinopinza uye zvabuda mumakambani makuru etekinoroji, nechinangwa chekutenderera mari kune mikana iyo, mukufunga kwekambani, inowedzera kuratidzwa kwayo mukukura kweAI.
Maakaunti uye liquidity: mhedzisiro, stock split uye mamwe mabasa
Muchikamu chechipiri chemari, SoftBank yakanyora a net profit ye2,5 trillion yen (inenge madhora bhiriyoni gumi nematanhatu), inotungamirwa muchikamu nekuwedzera kukosha kwezvinhu zvayo zvine chekuita neAI, kusanganisira kudyara kwayo muOpenAI. Muhafu yekutanga yegore, purofiti yakasvika 2,92 trillion yen, nepo mari yakakwira 7,7% kusvika 3,746 trillion yen.
Kurerutsa kuwanikwa kwevatengesi, kanzuru yakatendera a 4-for-1 stock split kutanga pana January 1. Mukuwirirana, boka racho rakazivisa chikamu chekutengeswa kwechikamu chayo muT-Mobile ye9.170 bhiriyoni yemadhora, ichisimbisa nzvimbo yayo yemari mumamiriro ekudyara kwakasimba.
Iyo conglomerate's AI portfolio inosanganisira mazita akadai OpenAI, ByteDance uye Perplexity AIMukuwedzera kune Arm. Kunyangwe zvichangobva kuitika zvemusika wemasheya kusagadzikana uye kusahadzika nezve kukosha muchikamu, kambani yakaona kufambira mberi kwakakosha mupotfolio yayo uye mumutengo wezvikamu zvayo munzvimbo dzazvino.
Zvinoreva kune vanoisa mari muSpain neEurope
Kune vekuEurope vanochengetedza vane mukana we Technology mari uye ETFsKugadziridzwa kweSoftBank kunogona kushanda sechiyeuchidzo chekuti AI kukosha kweketani haina kugumira kumutambi mumwechete. Iko kurongeka kune mamodheru, nzvimbo dzedata, chip dhizaini uye marobhoti Inotaridza kuti kukosha kwekutora kuchave kuchinjika, nemhedzisiro isina kunanga kumakambani uye vatengesi varipo muEurope, kubva semiconductor dhizaini kusvika kune makore ekuvaka.
Nenzira iyoyo, sarudzo yeSoftBank inosimbisa iyo thesis yekuti AI yekudyara kutenderera icharamba ichishanda zvakanyanya mudunhu, zvisinei nekutarisa mapurojekiti ane zvinoratidzwa zvinodzoka uye mamwe mari anosarudza sezvo musika uchisarura pakati pevakundi.
Kufamba kweSoftBank kunoratidza shanduko yehunyanzvi: inoita mari Nvidia kufambisa chirongwa chakakura chinosanganisira OpenAI, Ampere, marobhoti, uye mapurojekiti makuru ezvivakwa. Inotsigirwa nemhedzisiro yakasimba, yakawedzera kukwanisa kukwereta inotsigirwa neArm, uye a 'kupatsanura' kuwedzera investor baseIyo femu yeJapan yakatarisana nechikamu chinotevera cheiyo AI kutenderera nekuisa pamberi pekushomeka uye kuuraya, ichimirira zvakakosha zvakaita sekuvharwa kweAmpere uye kuendeswa kweStargate.
