SoftBank Secures First Nvidia Blackwell Chips for Japan's Most Powerful AI Supercomputer

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SoftBank's telecom unit will be the first to receive Nvidia's new Blackwell chips to build Japan's most powerful AI supercomputer, marking a significant step in the country's AI ambitions.

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SoftBank Leads Japan's AI Push with Nvidia's Latest Technology

In a significant move that underscores Japan's ambition to catch up in the artificial intelligence race, SoftBank Group Corp. has secured a prime position as the first customer to build a supercomputer based on Nvidia Corp.'s new Blackwell design. This development, announced at Nvidia's AI Summit in Tokyo, marks a crucial step in SoftBank's strategy to capitalize on the burgeoning AI boom 1.

Building Japan's Most Powerful AI Supercomputer

SoftBank's telecom unit is set to construct what is slated to become Japan's most powerful AI supercomputer. The system will be built using Nvidia's DGX B200 product, which integrates computer processors with specialized AI accelerator chips. This initial deployment will be followed by an even more advanced system featuring the Grace Blackwell chips, further solidifying SoftBank's commitment to cutting-edge AI infrastructure 2.

Nvidia's Global AI Strategy

The collaboration between SoftBank and Nvidia is part of a broader strategy by the U.S. chipmaker to expand its global AI footprint. Nvidia CEO Jensen Huang has been actively promoting what he calls the "new industrial revolution" through AI summits across the globe. The events in India and Japan aim to encourage nation-based AI initiatives and reduce Nvidia's dependence on a handful of large U.S. customers 3.

AI-Powered Cellular Networks

In addition to the supercomputer project, SoftBank Corp., Japan's third-largest wireless carrier, plans to leverage Nvidia's technology to provide AI services over cellular networks. This initiative will involve the development of AI-RANs (AI radio access networks), which are better suited for supporting remote robotics, autonomous vehicles, and other advanced services. The new networks promise improved efficiency and reduced power consumption compared to traditional hardware 3.

Market Impact and Future Prospects

The announcement has had a positive impact on SoftBank's market performance, with shares of its telecom unit rising 1.5% following the news 4. This partnership not only highlights SoftBank's commitment to AI but also reflects the growing demand for advanced computing capabilities in Japan's tech sector.

Historical Context and Missed Opportunities

During the Tokyo event, an interesting anecdote emerged about the relationship between SoftBank CEO Masayoshi Son and Nvidia CEO Jensen Huang. Huang revealed that Son had once offered to lend him money to buy Nvidia when its market value was underappreciated. This revelation provides a glimpse into the long-standing connections between the two companies and the potential for even deeper collaboration in the future 5.

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