TSE:9434Wireless Telecom
SoftBank Telco AI Cloud Shift Puts AI Infrastructure Thesis In Focus
SoftBank unveiled its Telco AI Cloud vision, outlining a shift from traditional telecom carrier to AI-native infrastructure provider.
The company showed AI-enabled networking and AI-RAN use cases with partners including Yaskawa Electric, Ericsson, and Mitsubishi Heavy Industries.
SoftBank plans to support distributed AI and edge computing and is open-sourcing core AI orchestration technology to encourage wider industry adoption.
For investors watching TSE:9434, this move comes as SoftBank...