Interview: SoftBank’s AI Turnaround Strategy- Diversification and Profitability Focus
Our Research Vice President, Neil Shah, in a recent interview with CNBC gives his main takeaways on Softbank Group's and its diversification beyond its overexposure with Arm to capitalize on the expanding AI market.
The Interview
https://www.youtube.com/watch?v=EsSmJjIoWVM
Key Takeaways
- SoftBank Group's turnaround hinges on AI investments but remains overexposed with Arm.
- SoftBank Group's value chain, from Arm designs to chips manufacturing currently supported by cloud giant, NVIDIA
- SoftBank should diversify investments beyond NVIDIA into chip makers, device manufacturers, and software firms to capitalize on the expanding AI market over the next decade.
- SoftBank's future investments in AI will likely need to focus on companies that can demonstrate profitability within the evolving AI landscape.
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