AI Demand Skyrockets Endlessly

Masayoshi Son of SoftBank and Sam Altman from OpenAI have stated that the demand for AI is showing no signs of slowing down, requiring continuous expansion of computing capabilities. Speaking at SoftBank World, they both agreed that AI advancements will create unforeseen jobs and that robotics will drive a 'self-improvement' loop.

Altman noted that decreasing AI costs will only further increase demand, with potential usage growing exponentially for every cost reduction. SoftBank is planning a substantial investment in OpenAI, alongside a significant venture into AI hardware development within the United States. This commitment to AI infrastructure aims to support the increasing computational needs of advanced AI systems and accelerate innovation.

However, SoftBank's plans to invest heavily in US AI infrastructure have faced delays due to economic uncertainties and reassessment of data centre values. Despite these challenges, the long-term vision remains, highlighting the complexities of executing large-scale technology initiatives in the face of evolving financial and political landscapes.