[新聞] 軟銀公司和軟銀集團成立「SB Neo」,在
原文標題: SoftBank Corp. and SoftBank Group Corp. Establish
"SB Neo" to Operate Neocloud Business in the United States
原文連結: 。
https://www.softbank.jp/en/corp/news/press/sbkk/2026/20260702_01/
發布時間: July 2, 2026
記者署名: SoftBank Corp.
原文內容:
Leveraging the SoftBank Group's 10-gigawatt-scale energy and AI
infrastructure,
SB Neo will provide neocloud services to U.S. enterprises
SoftBank Corp. and SoftBank Group Corp. announced they will establish SB Neo,
Inc. ("SB Neo," tentative name), a company that will operate a neocloud
business in the United States. SB Neo will be established in the United
States in July 2026, and 51% owned by SoftBank Corp. and 49% owned by
SoftBank Group Corp., and a consolidated subsidiary of SoftBank Corp.
Leveraging the SoftBank Group's 10-gigawatt-scale energy and AI
infrastructure currently under development, in the fiscal year ending March
31, 2028 (FY2027) SB Neo will launch neocloud services that provide major
U.S. enterprises, including hyperscalers, with the computing resources needed
for large-scale AI model training and inference. To meet the strong demand
for AI computing resources in the United States, SB Neo will expand its
service capacity in phases, with plans to later deploy AI infrastructure on a
10-gigawatt scale.
In Japan, SoftBank Corp. has been providing a beta version of its GPU cloud
service powered by "Infrinia AI Cloud OS," a software stack for AI data
centers, since May 2026. SoftBank Corp. will leverage the expertise and
insights gained through this initiative to drive its business in the United
States. SoftBank Group Corp. is already advancing large-scale AI
infrastructure projects in the United States, and will support SB Neo's
business by leveraging its infrastructure, personnel and other resources.
Masayoshi Son, Chairman & CEO of SoftBank Group Corp., said: "The SoftBank
Group will work together to deploy world-class AI infrastructure and drive
the AI revolution."
Junichi Miyakawa, President & CEO of SoftBank Corp., said: "With the strong
demand for AI data centers in the United States and the SoftBank Group making
steady progress toward securing 10 gigawatts of power, we are partnering with
SoftBank Group Corp. to develop our neocloud business in the United States.
We also plan to proceed with the construction of gigawatt-scale AI data
centers in Japan as soon as preparations are in place."
心得/評論:
孫正義的投資哲學,賭,他要如何執行?
成立新公司 SB Neo (傻逼?)
2030年目標10GW !!
軟銀投資openAI,再蓋資料中心租給 openAI ??
再去看本週meta謠言(meta未評論),出租閒置算力
2030年預估
neocloud:
CoreWeave:5~8GW
Nebius:5~7.5GW
IREN Limited:超過5.8GW
傳統雲巨頭:
微軟:約16GW
谷哥:約30GW
亞馬遜:超過30GW
新加入:
xAI、META(?)、SB neo
賣鏟子的看來是贏家,GG、NVDA
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1783154705.A.4A1.html
※ 編輯: KY1998 (118.166.158.81 臺灣), 07/04/2026 16:49:50
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