SoftBank’s $1 Trillion AI Bet Could Make Tesla the Biggest Winner


Softbank (Sftby) is thought bigger larger. CEO Masayoshi his planned an investment of $ 1 Billion to build industrial parks powered by AI across the United States, according to Nikkei. It is the double of the figure of $ 500 billion that he floated in January and a clear signal that the son considers AI not only as an infrastructure, but as the base of a new manufacturing era. These parks are home to new generation factories exploited by the daring bet of RobotsoftBank Autonomous to combat the shortage of American labor while increasing production thanks to machine intelligence.

It doesn’t come out of nowhere. In January, its joined Openai, Oracle (Nyse: Orcl) and MGX of Abu Dhabi to launch an ia infrastructure of $ 100 billion with a massive computer site in Texas. This joint venture has been positioned as the first movement in a much wider plan to build the physical backbone of AI through the American son, is now supposed to be in the United States, actively discussing the next stages with the heads of government and the industry. The magnitude of this new initiative suggests that Softbank moves from early deployment to the industrialization of full AI.

For investors, the implications are massive. Tesla (Nasdaq: Tsla) Already a pioneer in AI and Robotics could benefit as this manufacturing transformation is gaining momentum. Beyond that, expect training effects between fleas, energy, logistics and industrial FPIs. If this vision takes place, we may consider the first rounds of the Factory Soft-Bank bench fueled by AI AI will be the first mover to write a check for $ 1 Billion.

This article appeared for the first time on Gurufocus.

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