软银集团CEO孙正义近日透露了一项雄心勃勃的计划，他正在寻求筹集高达1000亿美元的资金，以创建一家专注于人工智能（AI）芯片的公司。据知情人士周五向媒体爆料，这家新创企业旨在与行业领导者英伟达一较高下，并在业务上与软银麾下的ARM形成战略协同。
孙正义的愿景是构建一个能够挑战英伟达在AI芯片市场主导地位的新势力，同时增强ARM在半导体领域的影响力。ARM作为全球领先的芯片设计公司，其技术已被广泛应用于移动设备和物联网设备中。新公司不仅将为AI计算提供更高效的解决方案，还可能在AI应用和数据中心领域开辟新的市场。
值得注意的是，这一计划的规模在人工智能领域堪称壮观，如果实现，它将超越微软对OpenAI超过100亿美元的投资，成为ChatGPT引发AI热潮以来的最大一笔投资。尽管孙正义曾与OpenAI的联合创始人Sam Altman探讨过共同建立半导体制造业务的可能性，但目前看来，孙正义的项目似乎与Altman的愿景并不完全契合。
这一消息在科技和投资界引起了广泛关注，人们期待孙正义的新公司能为AI芯片市场带来创新和竞争，同时也对如此大规模的资金投入是否能带来相应的技术突破和市场影响持观望态度。软银和孙正义在科技领域的投资历史已证明其敢于冒险和前瞻性，但此次能否在AI芯片领域复制成功的模式，仍有待观察。来源：华尔街见闻。
英语如下：
**News Title:** “Masayoshi Son Plans $100B AI Chip Giant to Rival Nvidia, Complement ARM”
**Keywords:** SoftBank investment, AI chips, Masayoshi Son’s plan
**News Content:** SoftBank Group CEO Masayoshi Son recently unveiled an ambitious plan, revealing that he is seeking to raise as much as $100 billion to establish a company focused on artificial intelligence (AI) chips. According to sources familiar with the matter who spoke to the media on Friday, the new venture aims to compete with industry leader Nvidia and synergize with ARM, a subsidiary of SoftBank.
Son’s vision is to create a force that challenges Nvidia’s dominance in the AI chip market while augmenting ARM’s influence in the semiconductor sector. ARM, a global leader in chip design, has its technology widely adopted in mobile devices and the Internet of Things. The new company is expected to offer more efficient solutions for AI computing and potentially open up new markets in AI applications and data centers.
Notably, the scale of this plan is impressive in the AI domain. If realized, it would surpass Microsoft’s over $10 billion investment in OpenAI, becoming the largest investment since the ChatGPT-fueled AI boom. Although Son has discussed the possibility of jointly establishing a semiconductor manufacturing business with OpenAI co-founder Sam Altman, it appears that Son’s project may not align entirely with Altman’s vision.
This announcement has garnered significant attention in the tech and investment communities, with anticipation that Son’s new company will bring innovation and competition to the AI chip market. However, there is also skepticism about whether such a massive injection of capital will yield corresponding technological breakthroughs and market impact. SoftBank and Son’s track record in tech investments have demonstrated a willingness to take risks and foresight, but whether they can replicate their success in the AI chip sector remains to be seen. _Source: Wall Street Journal._
【来源】https://wallstreetcn.com/articles/3708437
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