据华尔街见闻报道，软银集团首席执行官孙正义正寻求一项规模宏大的投资计划，目标是募集1000亿美元资金，以创建一家专注于人工智能（AI）芯片的公司。此举旨在与全球领先的图形处理器制造商英伟达直接竞争，并在业务上与软银旗下的ARM形成战略协同。
知情人士透露，孙正义的愿景是建立的这家新公司不仅能在AI芯片市场挑战英伟达的主导地位，同时也能在技术上与ARM的芯片设计业务形成互补，扩大软银在半导体行业的影响力。ARM是全球领先的芯片架构授权公司，其技术广泛应用于手机和数据中心等领域。
这一潜在投资如果成行，将超越微软对OpenAI的超过100亿美元投资，成为ChatGPT引发的AI热潮中最大的一笔交易。值得注意的是，孙正义曾与OpenAI的联合创始人Sam Altman探讨过合作建立半导体制造业务的可能性，但目前看来，孙正义的计划与Altman的愿景并不完全一致。
尽管如此，孙正义的这一大胆举措展示了他对AI领域未来发展的坚定信心，以及他利用大规模资本重塑科技行业格局的雄心。随着全球科技巨头纷纷加大在AI领域的投入，孙正义的计划可能会引发新一轮的市场竞争，并可能重塑全球半导体行业的版图。
英语如下：
**News Title:** “Masayoshi Son Plans $100 Billion AI Chip Giant to Rival NVIDIA, Seeks New Heights in AI”
**Keywords:** Masayoshi Son, AI chips, SoftBank investment
**News Content:**
### Masayoshi Son Eyes $100 Billion Fund to Create AI Chip Giant, Challenging NVIDIA and Complementing ARM
According to Wall Street Journal sources, SoftBank Group’s CEO Masayoshi Son is pursuing a massive investment initiative aimed at raising $100 billion to establish a company focused on artificial intelligence (AI) chips. This move is intended to directly compete with leading graphics processing unit (GPU) manufacturer NVIDIA and create strategic synergies with ARM, a subsidiary of SoftBank.
Insiders reveal that Son’s vision is to establish a new entity that not only challenges NVIDIA’s dominance in the AI chip market but also complements ARM’s chip design operations, thereby enhancing SoftBank’s influence in the semiconductor sector. ARM, a global leader in chip architecture licensing, has its technology widely adopted in smartphones and data centers.
If this potential investment materializes, it would surpass Microsoft’s over $10 billion investment in OpenAI, marking the largest deal in the AI frenzy sparked by ChatGPT. Notably, Son has discussed合作with OpenAI co-founder Sam Altman about collaborating on semiconductor manufacturing, though their visions currently seem to diverge.
Nonetheless, Son’s ambitious move underscores his strong conviction in the future of the AI domain and his ambition to reshape the tech industry landscape through large-scale capital. As global tech giants ramp up their AI investments, Son’s plan is likely to spark a new round of市场竞争and potentially redraw the global semiconductor industry map.
【来源】https://wallstreetcn.com/articles/3708437
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