Softbank

SoftBank has exited Nvidia and is redirecting billions into AI platforms and infrastructure, signaling where it believes the next phase of value will concentrate. SoftBank sold its remaining 32.1 million Nvidia shares in October for approximately $5.83 billion, and also disclosed a separate $9.17 billion sale of T-Mobile US shares
Reports indicate SK Group will reduce executive ranks by up to 30%, a move that would reshape decision-making across affiliates including SK Telecom (SKT). For SKT, which sits at the nexus of the groupโ€™s AI, cloud, and connectivity ambitions, executive trims would concentrate authority and compress approval chains at a
SoftBank and OpenAI have formed SB OAI Japan, a jointly owned entity that will commercialize โ€œCrystal intelligence,โ€ a bundled enterprise AI offering focused on management and operations in Japan. The venture will combine OpenAIโ€™s enterprise-grade models and tooling with localization, integration, and support led by SoftBank in-market. Crystal intelligence is
2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumenโ€™s fiber assets and Googleโ€™s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.
SoftBank and NVIDIA have validated a fully software-defined, GPU-accelerated AI-RAN that delivers 16-layer massive MU-MIMO outdoorsโ€”an inflection point for vRAN performance, Open RAN scalability, and AI-native RAN design. SoftBankโ€™s AI-RAN product, AITRAS, executed the entire 5G physical layer on NVIDIA GPUs at the Distributed Unit and demonstrated stable 16-layer multi-user
SoftBank has reportedly approved the final $22.5 billion tranche of a planned $30 billion commitment to OpenAI, tied to the AI firmโ€™s shift to a conventional forโ€‘profit structure and a path to IPO. The investment completes a massive $41 billion financing round for OpenAI that began in April, making it
Two narratives are converging: Silicon Valleyโ€™s rush to add gigawatts of AI capacity and a quiet revival of bunkers, mines, and mountains as ultra-resilient data hubs. Recent headlines point to unprecedented AI infrastructure spending tied to OpenAI. The draw is physical security, thermal stability, data sovereignty, and a narrative of
Databricks is adding OpenAIโ€™s newest foundation models to its catalog for use via SQL or API, alongside previously introduced open-weight options gpt-oss 20B and 120B. Customers can now select, benchmark, and fine-tune OpenAI models directly where governed enterprise data already lives. The move raises the stakes in the race to
OpenAI introduced ChatGPT Pulse, a new capability that assembles personalized morning briefs and agendas without a prompt, indicating a clear shift from reactive chat to proactive, task-oriented assistance. Pulse generates five to ten concise reports while you sleep, then packages them as interactive cards inside ChatGPT. Each card contains an
Wayveโ€™s end-to-end driving AI is now running in Nissan Ariya electric vehicles in Tokyo, marking a pragmatic step toward consumer deployment in 2027. The test vehicles combine a camera-first approach with radar and a lidar unit for redundancy, aligning with Japanโ€™s dense urban environment and complex traffic patterns. The initial
OpenAI plans five new US data centers under the Stargate umbrella, pushing the initiativeโ€™s planned capacity to nearly 7 gigawattsโ€”roughly equivalent to several utility-scale power plants. Three sitesโ€”Shackelford County, Texas; Doรฑa Ana County, New Mexico; and an undisclosed Midwest locationโ€”will be developed with Oracle following their previously disclosed agreement to
OpenAI and NVIDIA unveiled a multiโ€‘year plan to deploy 10 gigawatts of NVIDIA systems, marking one of the largest single commitments to AI compute to date. The partners outlined an ambition to stand up AI โ€œfactoriesโ€ totaling roughly 10GW of power, equating to several million GPUs across multiple sites and

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