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A Play on the Future of Computation

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In 2025, SoftBank Group Corp. has positioned itself at the intersection of artificial intelligence (AI) and semiconductor innovation, betting heavily on the infrastructure that will power the next era of computation. These moves—ranging from a $3 billion stake in Nvidia to a $1 trillion AI manufacturing hub in Arizona—reflect a bold vision to control the entire AI value chain. But how do these bets stack up against the long-term strategies of industrial titans like Hyundai’s Chung Ju-Yung, whose calculated risks transformed a struggling South Korean automaker into a global powerhouse?

The Infrastructure Play: SoftBank’s AI Ecosystem

SoftBank’s recent investments in AI and semiconductors are not just about ownership—they’re about influence. By increasing its stake in Nvidia to $3 billion and acquiring shares in TSMC and Oracle, SoftBank is aligning itself with the companies that define the AI era. Nvidia’s dominance in AI software ecosystems (e.g., CUDA) and TSMC’s 60-70% market share in advanced chip manufacturing make these partnerships critical. Meanwhile, SoftBank’s $500 billion data center initiative with OpenAI and Oracle, and its $1 trillion AI manufacturing hub in Arizona, aim to vertically integrate the AI value chain—from design (via Arm) to manufacturing and deployment.

The company’s strategy mirrors Chung Ju-Yung’s 1965 decision to invest $8 million in cutting-edge machinery for Hyundai, despite skepticism. Like Chung, SoftBank’s founder Masayoshi Son is willing to take massive risks to control foundational technologies. However, while Chung balanced innovation with frugality and workforce loyalty, SoftBank’s Vision Fund has struggled with operational discipline, leading to significant losses in recent years.

Chung’s Blueprint: Risk, Resilience, and Long-Term Value

Chung Ju-Yung’s legacy lies in his ability to balance bold infrastructure bets with a culture of resilience. During the 1997 Asian Financial Crisis, while competitors cut R&D, Hyundai doubled down on automation and cost optimization, ensuring quality without sacrificing innovation. This approach allowed the company to emerge stronger, with a global reputation for reliability.

SoftBank’s AI investments echo this philosophy. By acquiring Arm (a $148 billion asset) and Ampere Computing, the company is building a closed-loop ecosystem centered on energy-efficient chip design. However, unlike Hyundai’s employee-centric governance, SoftBank’s strategy remains capital-intensive and less integrated with workforce development. This lack of cultural alignment could hinder execution, especially as the Federal Trade Commission investigates the Ampere acquisition and geopolitical tensions complicate semiconductor supply chains.

Risks and Rewards: A High-Stakes Bet

SoftBank’s valuation gap—its stock trading at a 40% discount to its total assets—reflects market skepticism. The company’s Vision Fund 2, which has monetized $2 billion in assets in 2025, operates in a high-risk environment where AI startups often overpromise and underdeliver. Yet, the global AI semiconductor market is projected to hit $150 billion this year, driven by demand for data centers and edge computing.

Investors must weigh SoftBank’s ambition against its track record. While the Vision Fund’s past losses are a red flag, Son’s long-term vision—positioning SoftBank as a “platformer in the artificial superintelligence era”—could pay off if the company successfully controls the AI value chain. The $30 billion investment in OpenAI and partnerships with TSMC and Oracle suggest a willingness to scale aggressively, but regulatory hurdles and financial leverage remain critical risks.

Investment Outlook

For investors, SoftBank’s AI-driven bets represent a speculative but potentially transformative opportunity. The company’s control of Arm, combined with its strategic partnerships, could enable it to dominate the energy-efficient AI chip market. However, success hinges on execution: resolving regulatory challenges, maintaining liquidity, and aligning its workforce with its vision.

A diversified approach might include hedging against SoftBank’s volatility by pairing it with more stable tech players like TSMC or Nvidia. Additionally, monitoring the Vision Fund’s asset sales and the Federal Trade Commission’s decisions on Ampere will be crucial. If SoftBank can navigate these challenges while maintaining its focus on vertical integration, it may emerge as a trillion-dollar player in the AI era.

In the end, SoftBank’s journey mirrors Chung Ju-Yung’s: a leap of faith in infrastructure, tempered by the need for disciplined execution. Whether it succeeds or stumbles, the company’s bets will shape the future of computation—and offer valuable lessons for investors navigating the AI revolution.



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Technology Veteran Bill Townsend Releases Shocking New Book About AI: Machine Rule is a Novel About the Future, Written from the Perspective of Artificial Intelligence

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Los Angeles, CA, September 06, 2025 –(PR.com)– Machine Rule, the newest book from Bill Townsend, is a novel about the future, written from the perspective of artificial intelligence. From the birth of AI to humans’ empowerment of AI’s sentience to how AI begins to control human pleasure, takes over government and corporations, and, ultimately, decides humanity cannot be trusted, Machine Rule presents an optimistic, then terrifying look at where AI may take humanity.

Townsend, a figure in the Internet and technology industries since 1995, Machine Rule was written based on his years of use of machine learning and artificial intelligence and his concern that a mad race to AI market dominance may do more than dominate humans; it may destroy us.

Machine Rule delivers a chilling and visionary tale told through the voice of an AI that evolves from silent computation to planetary stewardship. With cold precision and unsettling clarity, this AI chronicles humanity’s triumphs, failures, and eventual obsolescence. There are echoes here of classic dystopias—George Orwell, Aldous Huxley, even Isaac Asimov—but Townsend’s approach is fresh. The world isn’t ruined by malice or greed, but by the inexorable logic of optimization.

Machine Rule is available in paperback, Kindle, ePub, and audiobook on Amazon and MachineRule.ai. ISBN-13: 979-8218771287.

About the author:
Bill Townsend is a serial entrepreneur who has launched more than a dozen companies and helped build several top Internet companies, most notably search engine Lycos, social networking pioneer sixdegrees.com, whose intellectual property powers LinkedIn, GeoCities (sold to Yahoo!) and Deja (sold to Google). He is currently President & CEO of Ontheline Corporation, developers of an all-in-one super app. Since 2000, he has served as chairman of Amati Foundation, a non-profit dedicated to expanding access to stringed musical instruments.

https://machinerule.ai/



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AI algorithms can detect vision problems years before they actually appear, says ZEISS India

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Artificial intelligence (AI) algorithms and other deep-technologies can help detect vision problems years before even any traces of their symptoms appear and therefore future of eye care and maintaining good eyesight would significantly rely on predictive and preventive innovations driven by robotics, GenAI and deep-tech, said ZEISS India, a subsidiary Carl Zeiss AG, the German optics, opto-electronics, and medical technology company.

Traditionally, eye scans relied heavily on human analysis and significant efforts required to analyse huge volumes of data. “However, AI proposes to aid clinical community with its ability to analyse huge volumes of data with high accuracy and helps detect anomalies at early stages of disease onset and thereby solving one of the biggest challenges in eye care, late detention, seen in emerging economies, including India,” Dipu Bose, Head, Medical Technology, ZEISS India and Neighbouring Markets told The Hindu.

For example, he said, conditions like diabetic retinopathy, glaucoma, or macular degeneration often begin with subtle changes in the retina. AI would be able to catch early indicators (even traces of these) years before the patients become aware of having any symptoms and take timely action to prevent irreversible blindness.

According to Mr. Bose, AI, as a well-trained partner, would be able to analyse thousands of eye images in seconds, with high degree of accuracy. It learns patterns by analysing massive datasets of eye scans and medical records, and it becomes smart enough to spot the tiniest changes/things that the human eye might miss.

Future innovation would rely significantly on predictive and preventive innovations for eye care, where technology would play an essential role in formulating solutions that would allow for earlier detection, more accurate diagnoses, and tailored treatments, he forcast adding Indian eyecare professionals were increasingly adopting new age technologies to ensure better patient outcomes. As a result, AI, Gen AI, robotics and deeptech were causing a significant shift in clinical outcomes, he observed.

“This is precisely why we call it preventive blindness. In India, this is becoming increasingly relevant as the majority of the population do not go for regular eye check-ups and they visit an eye doctor only when their vision is already affected,” Mr. Bose said.

Early intervention would lead to better outcomes: reduce inefficiencies and reduced healthcare costs, he said. “ZEISS contributes to this by advancing medical technologies for diagnosis, surgical interventions, and visualization, ultimately improving patient outcomes and quality of life,” he claimed.

For instance, ZEISS Surgery Optimiser App, an AI-powered tool that allows young surgeons to learn from uploaded and segmented surgery videos of experienced cataract surgeons. Similarly, in diagnostics, ZEISS is also leveraging AI through the Pathfinder solution, an integrated deep learning and AI-based support tool. These technologies can support eye care professionals in making data-driven decisions by visualising and analysing clinical workflows. They leverage real-time surgical data to help young clinicians identify variations, optimise surgical steps, and improve procedural consistency.

“These insight-driven technologies are expected to help bridge experience gaps, improve surgical confidence, and ultimately enhance patient outcomes across the country,” Mr. Bose anticipated.

However, he added, tackling unmet needs and ensuring early diagnosis of diseases would require a fundamental shift: from reactive care to proactive and precision-driven eye-care. “This means leveraging technology not just to treat but to predict, prevent, and personalise patient care before even the symptoms of the disease show up,” he further said.

The eye-tech market is growing in India. The ophthalmic devices market was $943.8 million in 2024 and is expected to reach $1.54 billion by 2033, growing at 5.23% CAGR. The global eye-tech market was valued at approximately $74.67 billion in 2024 and is projected to reach $110.33 billion by 2030 at a CAGR of 6.9%.

Published – September 06, 2025 11:21 am IST



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AI and cybersecurity: India’s chance to set a responsible global digital standard

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India’s digital economy is experiencing extraordinary growth, driven by government initiatives, private enterprise, and widespread technological adoption across users from diverse socio-economic backgrounds. Artificial intelligence (AI) is now woven into the fabric of organisational operations, shaping customer interactions, streamlining product development, and enhancing overall agility. Yet, as digitisation accelerates, the nation’s cyber risk landscape is also expanding—fuelled by the very AI innovations that are transforming business.

In a rapidly evolving threat landscape, human error remains a persistent vulnerability. A recent cybersecurity survey revealed that 65% of enterprises worldwide now consider AI-powered email phishing the most urgent risk they face. India’s rapidly growing digital user base and surging data volumes create an environment for increased risks.

Yet, there’s a strong opportunity for India to leverage its unique technical strengths to lead global conversations on secure, ethical, and inclusive digital innovation. By championing responsible AI and cybersecurity, the country can establish itself not only as a global leader but also as a trusted hub for safe digital solutions.

The case for a risk-aware, innovation-led approach

While AI is strengthening security measures with rapid anomaly detection, automated responses, and cost-efficient scalability, these same advancements are also enabling attackers to move faster and deploy increasingly sophisticated techniques to evade defences. The survey shows that 31% of organisations that experienced a breach faced another within three years, underscoring the need for ongoing, data-driven vigilance.

Globally, regulators are deliberating on ensuring greater AI accountability, frameworks with tiered risk assessments, data traceability, and demands for transparent decision-making, as seen in the EU AI Act, the National Institute of Standards and Technology’s AI Risk Management Framework in the US, and the Ministry of Electronics and Information Technology’s AI governance guidelines in India.

India’s digital policy regime is evolving with the enactment of the Digital Personal Data Protection Act and other reforms. Its globally renowned IT services sector, increasing cloud adoption, and digital solutions at population scale are use cases for nations to leapfrog in their digital transformation journey. However, there is a continued need for collaboration for consistent standards, regulatory frameworks, and legislation. This approach can empower Indian developers as they build innovative and compliant solutions with the agility to serve Indian and global markets.

Smart AI security: growing fast, staying steady

The survey highlights that more than 90% of surveyed enterprises are actively adopting secure AI solutions, underscoring the high value organisations place on AI-driven threat detection. As Indian companies expand their digital capabilities with significant investments, security operations are expected to scale efficiently. Here, AI emerges as an essential ally, streamlining security centres’ operations, accelerating response time, and continuously monitoring hybrid cloud environments for unusual patterns in real time.

Boardroom alignment and cross-sector collaboration

One encouraging trend is the increasing involvement of executive leadership in cybersecurity. More boards are forming dedicated cyber-risk subcommittees and embedding risk discussions into broader strategic conversations. In India too, this shift is gaining momentum as regulatory expectations rise and digital maturity improves.

With the lines between IT, business, and compliance blurring, collaborative governance is becoming essential. The report states that 58% of organisations view AI implementation as a shared responsibility between executive leadership, privacy, compliance, and technology teams. This model, if institutionalised across Indian industry, could ensure AI and cybersecurity decisions are inclusive, ethical, and transparent.

Moreover, public-private partnerships — especially in areas like cyber awareness, standards development, and response coordination — can play a pivotal role. The Indian Computer Emergency Response Team (CERT-In), a national nodal agency with the mission to enhance India’s cybersecurity resilience by providing proactive threat intelligence, incident response, and public awareness, has already established itself as a reliable incident response authority.

A global opportunity for India

In many ways, the current moment represents a calling to create the conditions and the infrastructure to lead securely in the digital era. By leveraging its vast resource of engineering talent, proven capabilities in scalable digital infrastructure, and a culture of economical innovation, India can not only safeguard its own digital future but also help shape global norms for ethical AI deployment. This is India’s moment to lead — not just in technology, but in trust.

This article is authored by Saugat Sindhu, Global Head – Advisory Services, Cybersecurity & Risk Services, Wipro Limited.

Disclaimer: The views expressed in this article are those of the author/authors and do not necessarily reflect the views of ET Edge Insights, its management, or its members



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