AI bubble fears spread! Following Oracle's earnings report, SoftBank's stock price plunged over 7%.

① The earnings report of the U.S. cloud services giant Oracle triggered a significant drop in its after-hours share price, spreading concerns to the Asian markets and dragging down the stock price of Japan's SoftBank Group; ③ Both SoftBank and Oracle have close cooperative relationships with OpenAI and have committed to investing substantial funds in it. However, if OpenAI encounters operational risks, these two companies may be affected.

cls.cnDec 11 16:08

A new trillion-dollar market demand is about to emerge! Morgan Stanley: The market size for humanoid robot chips will accelerate its expansion.

Morgan Stanley anticipates that the semiconductor market focused on humanoid robot technology will experience significant growth over the next two decades, reaching a total potential market size of US$305 billion by 2045.

cls.cnDec 2 14:48

The Intricacies of Memory Chips

PC assemblers and gamers are providing funding for the development of AI infrastructure. Manufacturers prioritize AI customers, leading to a continuous decline in retail availability. Samsung, SK Hynix, and Micron produce nearly all of the world’s DRAM, and such concentration introduces systemic vulnerabilities that have yet to receive adequate regulatory attention.

wallstreetcnNov 28 09:53

SoftBank Group's stock price plunged over 10% in a single day, exposing cracks in its 'AI mega-bet.'

① Asia-Pacific stock markets collectively declined on Friday due to the sharp fall in U.S. stocks, with the Nikkei 225 Index closing down 2.4%, including a 10.9% drop for SoftBank Group; ② Although SoftBank has sold its NVIDIA shares, it still holds stakes in Arm Holdings and is involved in multiple AI projects utilizing NVIDIA products. It issued bonds worth 46 billion yen intraday to prepare for subsequent AI investments.

cls.cnNov 21 16:55

SoftBank is reportedly set to invest up to $3 billion in an Ohio factory to supply data centers for OpenAI.

①According to sources, SoftBank Group plans to invest up to USD 3 billion to renovate an electric vehicle factory located in Lordstown, Ohio; ②Upon completion of the renovation, the factory will produce related equipment for the data center being built by artificial intelligence (AI) research company OpenAI.

cls.cnNov 21 02:16

Toyota fulfills its commitment: invests $900 million in the U.S. to boost hybrid vehicle production capacity.

① Toyota Motor plans to invest $912 million in manufacturing plants across five southern U.S. states to boost hybrid vehicle production capacity, as part of its $10 billion investment plan in the U.S. by 2030; ② Toyota expects these investments to create 252 new jobs and stated that due to the high prices of fully electric vehicles, hybrids are expected to dominate the U.S. market in the short term.

cls.cnNov 18 23:13