软银孙正义拟筹资千亿美元打造AI芯片巨头
据华尔街见闻报道，软银集团首席执行官孙正义正在寻求筹集1000亿美元，以创建一家专注于人工智能（AI）芯片的公司。这家新公司将与英伟达展开竞争，并在业务上与ARM互补。
知情人士透露，如果筹资成功，这将是自ChatGPT问世以来人工智能领域最大的一笔投资，远超微软对OpenAI的100多亿美元投资。
孙正义此前曾与OpenAI首席执行官萨姆·阿尔特曼讨论过联合建立半导体制造业务的可能性。然而，知情人士表示，孙正义的最新计划与阿尔特曼的雄心并不一致。
孙正义创建AI芯片公司的计划反映了人工智能技术快速发展的趋势。ChatGPT等生成式人工智能模型的出现，对芯片行业提出了新的要求，需要更高效、更强大的芯片来处理海量数据和复杂的计算任务。
英伟达目前是AI芯片领域的领军企业，其GPU产品在人工智能训练和推理中占据主导地位。软银的新公司将直接与英伟达展开竞争，并希望通过与ARM的合作，在移动设备和物联网等领域获得优势。
ARM是全球领先的半导体知识产权（IP）供应商，其芯片设计被广泛用于智能手机、平板电脑和其他移动设备。软银于2016年收购了ARM，并希望通过新公司将ARM的技术与自己的AI芯片相结合。
孙正义的计划得到了软银投资者的支持。据报道，软银愿景基金已经同意为新公司提供部分资金。
如果孙正义的计划成功，这将标志着人工智能领域的一项重大投资，并可能重塑芯片行业格局。
英语如下：
**Headline: Son Seeks $100 Billion to Build AI Chip Giant**
**Keywords: AI chips, Mega-investment, Nvidia rival**
**Body:**
SoftBank Group CEO Masayoshi Son is seeking to raise$100 billion to create an AI chip powerhouse, the Wall Street Journal reported. The new entity would rival Nvidia and complement the business of Arm.
If successful, it would be the largest investment in AI since the advent of ChatGPT, dwarfing Microsoft’s $10 billion-plus investment in OpenAI, people familiar with the matter said.
Son had previously discussed the possibility of jointly building a semiconductor manufacturing business with OpenAI CEO Sam Altman. However, the people said Son’s latest plan isn’t aligned with Altman’s ambitions.
Son’s plan to create an AI chip company reflects the rapidly evolving landscape of AI technology. The emergence of generative AI models like ChatGPT has placed new demands on the chip industry, requiring more powerful and efficient chips to handle massive datasets and complex computations.
Nvidia is currently the leader in AI chips, with its graphics processing units (GPUs) dominating AI training and inference. SoftBank’s new company would compete directly with Nvidia and would seek to gain an edge in areas such as mobile devices and the Internet of Things through its partnership with Arm.
Arm is the world’s leading provider of semiconductor intellectual property (IP), with its chip designs used in smartphones, tablets, and other mobile devices. SoftBank acquired Arm in 2016 and hopes to combine Arm’s technology with its own AI chips through the new company.
Son’s plan has the backing of SoftBank’s investors. The SoftBank Vision Fund has reportedly agreed to provide some of the funding for the new entity.
If Son’s plan succeeds, it would mark a major investment in AI and could reshape the landscape of the chip industry.
【来源】https://wallstreetcn.com/articles/3708437
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