文章核心观点 - 公司与SoftBank和一家日本车企签署了一项为期多阶段的付费概念验证(POC)项目协议 [2] - 该项目旨在评估Eye-Net技术作为该车企ADAS系统的潜在应用 [1][2][3] - 该项目有望最终实现Eye-Net解决方案在该车企车型上的全面商业部署 [3][4] 公司概况 - 公司是一家专注于汽车视觉解决方案的创新企业 [6] - 公司通过全资子公司Eye-Net Mobile开发"视线内"视觉系统和"视线外"事故预防解决方案 [6][7] - Eye-Net的蜂窝网络解决方案可提供实时碰撞预警,提高城市出行环境的道路安全和情况感知 [7] 项目细节 - 该项目分为多个阶段,初期将评估Eye-Net Sense演示套件的独立性能 [3] - 如果初期评估成功,后续将把Eye-Net Sense集成到车企的信息娱乐系统 [3] - 前两个阶段成功完成后,有望将Eye-Net Sense解决方案集成到车企的ADAS系统 [3][4]

Aside from its first-mover advantage in AI-accelerated data centers, Nvidia also benefited from demand for its hardware handily outstripping supply. The beauty of this scenario is that it allowed the company to substantially increase the price of its GPUs, which ultimately pushed its adjusted gross margin to 78.4% during the fiscal first quarter (ended April 28). While SoftBank's management team and investment gurus can dream of what could have been with Nvidia, there are two reasons the company will likely ...

文章核心观点 - 动量投资策略是关注股票近期的涨跌趋势,买入上涨的股票,希望能继续上涨并获利 [1] - 动量投资策略的关键是及时捕捉股票价格的趋势,一旦股票确立了方向,很可能会继续沿着这个方向运行 [1] - 动量投资策略的关键指标包括股价变动和盈利预测修正等 [2][3][10] 公司表现分析 - 软银集团股价在过去一周上涨10.12%,优于无线通信行业1.54%的涨幅 [7] - 过去一个季度,软银集团股价上涨43.51%,过去一年上涨38.59%,均优于标普500指数 [8] - 软银集团近20日的平均交易量为628,325股,显示较强的市场活跃度 [9] 盈利预测分析 - 过去2个月,软银集团全年盈利预测从1.94美元上调至2.13美元,下一财年也有1项上调 [11] - 这些盈利预测的上调推动了软银集团的动量评分,显示其具有较强的上涨潜力 [10][12]

文章核心观点 - 软银集团正在采取措施来偿还债务,并将其投资重点转移到人工智能领域 [1][2][3][4] - 软银集团计划发行9亿美元的美元债券和9亿欧元的欧元债券,利率在5.4%到7%之间 [3] - 软银集团表示,募集资金将用于偿还债务和一般公司用途 [4] 公司动态 - 软银集团的董事长兼首席执行官孙正义在公司年度股东大会上表示,软银有雄心勃勃的目标,希望帮助创造出比任何人类都聪明数千倍的人工智能 [1] - 这是自软银集团采取措施来稳定其财务状况,摆脱一系列不当的初创公司投资后,孙正义做出的最宏大的宣言 [1] 行业动态 - 软银集团正在向人工智能领域转移其投资重点 [2][3][4]

文章核心观点 - SoftBank CEO Masayoshi Son预测,10年内人工智能(AI)将比人类智力高出10,000倍,达到"人工超级智能(ASI)"的水平[1][2][3][4][5] - 在3-5年内,行业有望实现"人工通用智能(AGI)",即超越人类智力的AI,其智力将是人类1-10倍[3] - AGI不会改变人类生活方式,但ASI将带来"巨大改善",因为多个ASI模型相互作用将使其达到10,000倍于人类的智力水平[4][5] - SoftBank的使命是"人类进化",Masayoshi Son认为自己注定要实现ASI[6] - SoftBank计划在未来投资近90亿美元用于AI,这一数字在过去一年里已经翻了一番[7][8] 公司动态 - SoftBank正大幅增加对AI公司的投资,CFO表示未来将加大这方面的投资力度,以保持灵活性应对新的机遇[8] - 2023年,Masayoshi Son表示对AI投资机会感到兴奋,并认为SoftBank的使命是推动"人类进化"[6] - 2030年前,SoftBank预计AGI将实现,并将比人类智力高出10倍,并推动自动驾驶汽车和科学突破[9] 行业趋势 - 未来3-5年内,行业有望实现AGI,即超越人类智力的AI[3] - 10年内,AI将比人类智力高出10,000倍,达到"人工超级智能(ASI)"的水平[1][2][3][4][5] - AGI不会改变人类生活方式,但ASI将带来"巨大改善",因为多个ASI模型相互作用将使其达到10,000倍于人类的智力水平[4][5]

Topline SoftBank founder and CEO Masayoshi Son on Friday told shareholders he and the company are on a mission to usher in an age of artificial superintelligence, dismissing the firm's past investments as a mere "warm up" and hinting the firm is ready to go on the offensive with ambitious bets and capitalize on the AI boom. SoftBank Group CEO Masayoshi Son wants to bring about superintelligent AI that is 10,000 times ... [+] smarter than humans. Getty Images Key Facts Son outlined his ambitious goal to brin ...

Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., speaks during the company's annual general meeting in Tokyo, Japan, on Friday, June 20, 2024. Son sketched out ambitions to help create AI thousands of times smarter than any human, making his most grandiose pronouncements since the Japanese conglomerate began taking steps to shore up its finances following a series of ill-timed startup bets. "But when it comes to ASI it's a totally different story. [With] ASI, you will see a big i ...

To help fund the deal and TravelPerk's broader expansion efforts, the company also raised $135 million in debt financing from private equity firms Blackstone and Blue Owl. AmTrav has long had data exchange arrangements in place with airline giants American Airlines and Southwest, he added. AmTrav, which operates in the same space as TravelPerk, will continue to operate under the same brand and its entire team will continue with the business. "Currently, the U.K. is our biggest market," Meir said in an inter ...

Elliott is lobbying for $15 billion worth of share buybacks, arguing that the buybacks will boost SoftBank's share price and "act as a sign of Son's confidence in his strategy," the Financial Times reported. SoftBank shares hit a high of 9,572 yen on Wednesday, 6.32% higher than its Tuesday closing price, according to LSEG data. The shares closed 4.6% higher at 9,420 yen on Wednesday. Elliott's stake was valued at more than $2 billion and the U.S. fund manager had been liaising with SoftBank's senior manage ...

In fact, last week saw reports that Microsoft and Amazon have already allocated $40-plus billion combined for AI-related and data center projects around the world this year. For Microsoft, that means plans to invest more than $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, The Wall Street Journal reported. At the same time, Amazon has set aside investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France. Jap ...