软银
Japanese multinational investment holding group deeply invested in AI and energy infrastructure through Vision Fund and SB Energ
Nvidia's board has approached Arm CEO Rene Haas as a possible successor to Jensen Huang, the Financial Times reported. Haas, who has led SoftBank-owned Arm since 2022, spent roughly seven years at Nvidia over a decade ago and maintains strong ties with Huang and some directors. He is one of several candidates and may neither receive nor accept an offer.
SoftBank's SB Energy overbooked more than 13 gigawatts of gas turbines to meet surging AI data center power demand, only to absorb billion-dollar losses as project timelines slipped. The case exposes how AI compute expansion is now constrained by power infrastructure, with natural gas still the near-term workhorse but supply chains and construction cycles forming a real ceiling.
SoftBank and Grab signed a cooperation agreement with Malaysia's state oil firm PETROS to develop AI infrastructure across Sarawak and Peninsular Malaysia, with a total design capacity exceeding 5GW. The three parties will seed the projects with $1B, $750M and $100M respectively, while seeking additional investors and hyperscale data center customers; SoftBank also agreed in principle to a five-year lock-up on its Grab shares.