Softbank

• SoftBank ha annunciato un potenziamento della propria strategia nell'IA attraverso una nuova iniziativa con OpenAI, mirata alle applicazioni aziendali nel mercato statunitense. • La mossa arriva mentre le società di venture capital concorrenti aumentano i finanziamenti per le startup di IA, intensificando la competizione per i talenti e la tecnologia. • Questo investimento rafforza la posizione di SoftBank nel boom del settore dell'IA negli Stati Uniti, accelerando potenzialmente l'implementazione dei modelli.

• Tokyo's Nikkei 225 fell 1.1% to 62,174 on Friday after briefly crossing 63,000 for the first time during Thursday trading and closing at a record 62,833, marking a pullback from peak valuations. • SoftBank Group, one of Japan's largest stocks, declined over 5%, signaling profit-taking and weakness in the technology sector that had driven the index higher. • The broader Topix slipped 0.29% on Friday to 3,829.48 but remained up 2.7% for the holiday-shortened week, reflecting mixed sentiment as markets digest geopolitical risks.

• SoftBank is preparing Roze AI, combining robotics, data centers, and AI infrastructure for a US IPO targeting $100B valuation. • Masayoshi Son backs the venture, with potential public listing as early as late 2026 or 2027. • Executives plan an analyst day in July, though no products or revenue plans announced yet.