TSE:9984Wireless Telecom
Is SoftBank (TSE:9984) Earthbound AI Bet Rewriting Its Long-Term Capital Intensity Narrative?
At SoftBank Group’s recent annual general meeting, shareholders backed an AI-focused growth plan centered on large investments in terrestrial data centers, semiconductors, and robotics, while Masayoshi Son firmly rejected the idea of building AI data centers in space as uneconomic.
By tying a JPY 1 quadrillion NAV ambition to Earth-based AI infrastructure and hardware, SoftBank is reshaping how investors think about its long-term exposure to artificial intelligence and capital...