The race for dominance in generative AI has reached a fever pitch, with Softbank's founder and CEO, Masayoshi Son, leading a bold drive to solidify his company's leadership in the sector.
Son's plan to fund $100 billion for a new AI enterprise directly challenges Nvidia's dominance in the AI and graphics chip sectors. His plan is backed by $30 billion in SoftBank's financing and, seeking an additional $70 billion from Middle Eastern investors, has the potential to alter the market dynamics currently controlled by Nvidia.

The core of this venture is SoftBank's strategic partnership with Arm, a UK-based chip designer in which it owns 90%. Arm, a player in chip innovation, gained further popularity after SoftBank orchestrated Nvidia's $147.3 million investment, highlighting the severe competition in the technology market.
Arm's remarkable journey—from SoftBank's $32 billion acquisition in 2016 to a failed $40 billion sale to Nvidia in 2022 due to regulatory issues—demonstrates the high stakes in the changing AI ecosystem.
Masayoshi Son's vision is part of a broader global trend. OpenAI's CEO, Sam Altman, is also working on revolutionary AI improvements, seeking contributions from institutions such as the UAE government to increase chip-building capacity.
Altman's ambitious ideas could require up to $7 trillion in funding, showing the growing demand for improving GPU capabilities.

With worldwide chip sales expected to surpass $1 trillion annually by 2030, the stakes are higher than ever.
Son's dedication to receiving AI and chip technology represents a seismic shift in the industry as major competitors compete for dominance in this transitional period.