Yaskawa is an interesting company. A lot will depend on how bold its management is in the coming years. But I think they’re heading in the right direction. They’re currently collaborating with SoftBank on physical AI and have already demonstrated initial successes in this area. They’re also collaborating with NVIDIA. They want to participate in Japan’s future infrastructure for physical AI, which is being developed by the newly founded company Noetra. Once this new foundation model—designed exclusively for physical AI—goes live, they’ll likely be able to significantly boost their productivity. They’ll probably also benefit directly from Japan’s massive new investment agenda. It’s a company to keep an eye on.
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@PikaPika0105 I read that it involved SoftBank and Nvidia. That was definitely one reason for the strong performance ahead of the earnings report.
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•@Tenbagger2024 I’m really curious to see what SoftBank has planned in the field of physical AI. It’s not yet clear exactly what they intend to do with ABB Robotics, but the acquisition was just completed. It could still turn out to be very interesting, though. They control ARM, a perfect fit for physical AI, and they’re the company with the most patent families for Gen AI in the world. Then there’s their leadership role at Noetra… Not to mention their other robotics investments, such as Agile Robots. Maybe we’ll learn something tomorrow during the earnings call!
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@PikaPika0105 And its relationship with the Nvidia CEO isn't bad either. I see SoftBank as a major player in AI and robotics.
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@Tenbagger2024 They are also building out a cloud business that could already encompass around 20 GW+ of computing power by the early 2030s. In addition, they are expanding their chip business. ARM will be able to significantly increase its revenue in the coming years, as it is now designing its own chips (so far, a CPU for data centers). It’s also an open secret that SoftBank is planning something even bigger: a competitor to NVIDIA’s GPUs. To that end, they acquired Graphcore, which is now working behind the scenes with ARM. In the medium term, they will install these chips in their own data centers. That’s also why they’ve invested in OpenAI (13%)—so they can use OpenAI as a customer for their cloud business and, by extension, their chips, just as is currently happening in Ohio, where SoftBank is building the world’s largest data center with OpenAI as the sole customer (though others were also interested). The investment is merely a means to an end. Many people don’t understand this and write nonsensical articles claiming that SoftBank is betting everything on OpenAI and believes in it, as if it were some kind of venture capital bet. They’re just using OpenAI as a springboard. Its success is only relevant in the short term. Once the new business lines have grown large enough, OpenAI can be replaced by any other company at will.
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•@PikaPika0105 With the sheer flood of information, such important details are often overlooked. It’s often worth taking a look at the fine print.
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