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SoftBank

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SoftBank Group, SoftBank Corp., AI infrastructure, cloud, chips, robotics, telecom, and technology investment coverage.

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SoftBank SB Neo Turns AI Cloud Capacity Into a 10-Gigawatt Race

SoftBank has formed SB Neo, a U.S.-based neocloud company meant to supply AI chips and cloud services to model developers and large enterprises. The plan, tied to SoftBank's 10-gigawatt AI infrastructure target by 2030, shows how AI compute is shifting from scarce GPU rental toward vertically managed infrastructure businesses built around power, chips, networking, and operations.
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