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  21世纪经济报道记者骆轶琪广州报道

  他曾是英伟达最大股东,却在巅峰前抛售,错失万亿市值。如今,他带着AI芯片帝国卷土重来——软银孙正义,这次能撼动英伟达的霸主地位吗?

  六年前,软银清仓英伟达,留下千亿遗憾;如今,孙正义狂砸上百亿美元,誓要打造AI新格局。 

  2017年,软银对英伟达持股近5%;但2019年却选择抛售,与万亿市值擦肩而过。痛定思痛,软银开启“复仇式收购”。

  近几年间,软银先后收购英国AI芯片独角兽Graphcore、美国芯片设计公司Ampere,加上此前已成为Arm大股东——软银正建立起AI芯片帝国。

  三家公司分工明确——Arm提供芯片处理器IP、Ampere主攻数据中心专用芯片、Graphcore专注AI加速器芯片研发。

  软银还联手OpenAI,先是宣布“星际之门”计划、“水晶智能”项目,此后豪掷300亿美元追加投资。孙正义的目标只有一个:为超级人工智能(ASI)铺路。

  孙正义预言:2035年,AI智慧将是人类的万倍!为此,软银布局四大核心——芯片、数据中心、机器人、能源。而芯片,正是这场革命的心脏。

  软银的杀手锏之一是Arm。全球99%的手机采用Arm架构芯片,如今它正进攻数据中心市场。亚马逊、谷歌、微软纷纷采用Arm计算平台来打造定制芯片。分析认为,软银要的,是让Arm+Ampere+Graphcore组成“数据中心芯片铁三角”,甚至有希望在未来挑战英伟达。

  软银面向ASI的布局非常广泛,包括建设数据中心、开发日语大语言模型、推进AI技术应用落地等。软银的AI帝国已覆盖从硬件到软件,从算力到通信,从基础设施到解决方案的全链条。

  但想撼动英伟达,并不容易。CUDA生态十余年积累,让英伟达目前仍是AI训练之王,并在AI推理方面具备优势。

  软银的短板很明显:被收购前,Graphcore年亏2亿美元,Ampere收入缩水十倍。三家公司需要紧密进行技术协同——专家认为:性能拼不过,三家公司需要从性价比、功耗比等方面进行突围。

  有趣的是,软银一边挑战,一边合作。英伟达的通信技术助力软银AI-RAN计划,而软银仍需采购英伟达GPU建数据中心。这场博弈,既是敌人,又是盟友。

  十年之约,胜负未定。但软银的野心昭然若揭:错过一个万亿英伟达,就亲手造下一个万亿帝国!孙正义的AI豪赌,你看好吗?

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