SoftBank has made a 'significant turnaround' from 2020, research firm says

As we look at the performance in the quarter, it seems as if SoftBank is really riding the AI away. But is this a real turn around or just a dead cat balance? What's your view? I think it is a significant turn around when you compare it to 2020 when it was overexposed with Alibaba and other other. Other investments, but now you can't just say exposure to ARM and what ARM is doing to the portfolio overall. Offsetting the losses is AI centric completely. It's still over indexed with ARM I expect. Into other companies within the AI realm as well. It's right now overexposed with, I would say. OK. So if it's overexposed with ARM, given the focus on AI, how do you expect SoftBank to strategically position its portfolio moving forward, particularly if the focus is on artificial intelligence? Are we going to see asset acquisitions? Yeah. I think there's a broader value chain to AI. It starts with ARM at the top and then the ARM design is flowing into chips. So the stake in NVIDIA is helping out a bit, but you need to diversify into other players as well. Then you go from chip to the devices, as well as the cloud and middleware and software companies where you can invest. Because right now, the only companies which are making money in AI are the cloud companies, right, or NVIDIA. So no one else is making money. So what will happen in next 10 years? And where can SoftBank invested in the overall AI value chain that will be super important on its overall AI strategy?

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