tech
Softbank's Masayoshi Son reveals where he sees the next trillion-dollar opportunity
CNBC asked Softbank's CEO where he sees opportunities emerging. The Japanese multinational has invested across the technology stack.
TL;DR
- Masayoshi Son sees physical AI and robotics as the next trillion-dollar company opportunity.
- Softbank has invested across the technology stack, including in AI and ARM, becoming Japan's most valuable company.
- Son believes AI is potentially 50x bigger than the dot.com boom and is the beginning of a long technological revolution.
- He denied an AI bubble, stating "this is just the beginning."
- Market corrections are viewed as ideal investment opportunities, similar to post-1929 crash and dot.com bubble.
- Softbank announced a $87 billion investment in AI infrastructure in France, including data center capacity.