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软银集团创办人孙正义在年度股东大会上驳斥了人工智慧泡沫的说法,强调AI革命才刚刚开始,将其称为泡沫是一种侮辱。现年68岁的他表示将继续掌舵软银十到十五年,致力于将公司打造为全球顶尖的AI驱动机器人企业,并表示自己没有时间退休。

软银持有晶片设计公司Arm约九成股权,近期持续加速AI相关投资,已承诺向OpenAI投资约650亿美元,并以约54亿美元收购ABB旗下机器人业务。孙正义认为OpenAI及其主要竞争对手Anthropic和Google仍有「十倍、百倍」的成长空间,并提出「物理AI」愿景,即配备超级智慧的机器人将成为人类进化的工具与伙伴。

软银计划在美国设立并上市一家名为Roze的AI与机器人公司,最快于今年实现,但时程也可能延至2027年。孙正义表示Arm处理器将随全球AI应用的扩展而需求大增,并重申软银有望在2040年前达到200兆日圆(约1.2兆美元)市值的目标。他宣示将全力追求通用超级智慧(ASI),不留余力。

SoftBank Group founder Masayoshi Son dismissed concerns about an AI bubble at the company's annual shareholder meeting, calling such characterizations an insult to a revolution that has only just begun. The 68-year-old pledged to remain at SoftBank's helm for another 10 to 15 years, aiming to transform the company into one of the world's leading AI-powered robotics firms.

SoftBank, which owns approximately 90% of chip designer Arm Holdings, has been ramping up AI investments, committing around $65 billion to OpenAI and agreeing to acquire ABB's robotics unit for roughly $5.4 billion. Son expressed confidence that OpenAI, Anthropic, and Google all have room to grow enormously, and outlined a vision of "physical AI" — robots equipped with super intelligence that serve as tools and partners for human advancement.

The company plans to establish and list a US-based AI and robotics entity called Roze as early as this year, though the timeline could extend to 2027. Son affirmed that demand for Arm-designed processors will surge as AI applications expand globally, and reiterated SoftBank's target of reaching ¥200 trillion (approximately $1.2 trillion) in market capitalization by 2040. He declared his intent to pursue artificial super intelligence without restraint.

2026-06-26 (Friday) · 6ef7610e5474861e8e52883b751728f2e4480ba1