SoftBank Group is increasing its investments in Nvidia and TSMC, signalling a strong commitment to artificial intelligence infrastructure. Masayoshi Son is strategically focused on the essential hardware required for AI development.
SoftBank's investment in AI extends beyond chip manufacturing. The company is developing its own AI processors, aiming to compete with Nvidia in the AI accelerator market. This ambition involves replicating Nvidia's ecosystem, from chip design to data centres and software. To bolster its AI capabilities, SoftBank acquired Graphcore, a British AI chip designer, and has also partnered with TSMC for chip manufacturing, moving away from Intel due to concerns about volume and speed.
SoftBank's AI computing platform is now the world's largest Nvidia DGX SuperPod, featuring over 4,000 Nvidia Blackwell GPUs and a total of more than 10,000 GPUs. This platform delivers a combined computing capability of 13.7 Exaflops, supporting the development of large language models. SoftBank is also planning to launch a commercial model called “Sarashina mini” with 70 billion parameters.
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