软银集团CEO孙正义近日传出重大举措，计划发起一项规模空前的募资行动，目标是筹集1000亿美元，用于创建一家专注于人工智能（AI）芯片的全新公司。据知情人士向媒体透露，孙正义的这一战略旨在挑战当前市场领导者英伟达，并期望新公司能在业务上与软银旗下的ARM形成互补，共同拓展全球半导体市场。
孙正义构想中的AI芯片公司不仅将直接参与与英伟达的技术竞争，还旨在构建一个与ARM技术相辅相成的生态系统。ARM是全球领先的半导体知识产权提供商，其技术被广泛应用于移动设备和物联网领域。新公司的成立，有望推动AI计算能力的进一步提升，特别是在ChatGPT等先进AI应用引发的浪潮下，市场需求持续增长。
值得注意的是，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。然而，目前看来，孙正义的这一独立项目与Altman的愿景并不完全契合。尽管如此，软银的这一巨额投资计划，如果得以实现，无疑将超越微软对OpenAI的超过100亿美元投资，成为自ChatGPT发布以来AI领域最大的一笔投资，显示出孙正义对AI芯片未来发展的坚定信心。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 AI chip, Masayoshi Son fundraising, Nvidia competition
News Content: SoftBank Group’s CEO, Masayoshi Son, has recently announced a significant move, intending to launch an unprecedented fundraising campaign with a goal of raising $100 billion. This ambitious effort aims to establish a new company exclusively focused on artificial intelligence (AI) chips. According to sources familiar with the matter, Son’s strategy is targeted at challenging current market leader Nvidia and hopes the new venture will complement ARM, a subsidiary of SoftBank, in expanding the global semiconductor market.
The envisioned AI chip company, as conceived by Son, is not only set to engage directly in technological competition with Nvidia but also aspires to build an ecosystem that complements ARM’s technologies. ARM is a global leader in semiconductor intellectual property, with its technology widely adopted in mobile devices and the Internet of Things. The establishment of this new entity is expected to fuel further advancements in AI computing capabilities, particularly as demand grows amid the surge in advanced AI applications like ChatGPT.
It’s worth noting that Son had discussions with Sam Altman, co-founder of OpenAI, about jointly establishing a semiconductor manufacturing business. However, it appears that Son’s standalone project does not fully align with Altman’s vision. Nevertheless, if realized, SoftBank’s massive investment plan would surpass Microsoft’s over $10 billion investment in OpenAI, becoming the largest investment in the AI sector since ChatGPT’s launch. This demonstrates Son’s unwavering confidence in the future of AI chips. Source: Wall Street Journal.
【来源】https://wallstreetcn.com/articles/3708437
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