소프트뱅크는 4분기 회계연도에 1조 8,300억 엔의 순이익을 기록하며, 시장 분석가들의 평균 전망치인 2,952억 엔을 크게 상회했다.
이번 실적은 손정의 회장이 OpenAI에 대한 투자를 확대하는 계기가 되었다. 이번 성과는 소프트뱅크의 기술 투자 전략이 성공적이었음을 입증한다. 소프트뱅크는 향후 AI 관련 사업을 더욱 가속화할 계획이다.
소프트뱅크 수익 급증, 손정의 회장 OpenAI 투자 확대 시사
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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
OpenAI has raised $110 billion in a funding round valuing the company at $730 billion pre-money, reaching $840 billion post-money. Amazon leads with a $50 billion investment, followed by SoftBank and Nvidia with $30 billion each. The deal strengthens OpenAI's collaboration with Amazon on AI chips and infrastructure.
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ChatGPT maker OpenAI has secured $110 billion in funding from Amazon, SoftBank, and Nvidia, pushing its pre-money valuation to $730 billion. Amazon leads with $50 billion, followed by $30 billion each from Nvidia and SoftBank. OpenAI CEO Sam Altman stated that the deal will accelerate global AI deployment.
Shares of Dell Technologies rose 17.5% on Friday, reaching three-month highs. The increase followed the company's forecast that its AI server business revenue will double in fiscal 2027. This projection highlights growing demand for AI infrastructure.
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Analysts at Barclays forecast that the physical AI sector, encompassing robots and robotaxis, could reach a $1 trillion market value by 2035. This projection highlights advances in AI-enabled robotics and may support Tesla CEO Elon Musk's ambitions for substantial wealth growth. The report attributes this potential to improvements in computational power, mechanical capabilities, and battery technology.
2026년 05월 04일 14시 49분