软银集团正考虑收购数据中心运营商Switch，以利用人工智能驱动的数字基础设施繁荣。亿万富翁创始人孙正义正在加快此类交易的搜索。该公司已与Switch领导层举行讨论。
软银集团正在审视潜在收购目标，包括数据中心运营商Switch，因为其亿万富翁创始人孙正义正在加速追求交易，以利用人工智能在数字基础设施领域的繁荣。熟悉讨论情况的消息人士表示，由于信息属机密，他们要求匿名，日本公司已与Switch领导层接触，并对这家私有公司进行尽职调查。
据上周报道，软银还已进入收购Switch主要私募股权支持者之一——纽约上市的投资公司DigitalBridge Group的深入谈判。
这一举措凸显了软银在数据中心需求日益增长的情况下，加强其在人工智能基础设施领域地位的战略。Switch运营着重要的设施，这些设施可支持人工智能应用驱动的计算需求扩展，尽管尚未确认最终协议。
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Elon Musk announced on February 2, 2026, that his SpaceX company has acquired his AI startup xAI, aiming to build orbital data centers to meet surging electricity demands for artificial intelligence. The merger integrates AI, rockets, and satellite technology to create a vertically integrated innovation engine. Musk envisions this enabling advancements like Moon bases and Mars colonization.
软银集团创始人孙正义最近几个月减少了向贷款机构质押的股份价值21亿美元，在人工智能投资推动其科技财富反弹后降低了抵押品。这一举措正值软银股价在AI狂热中飙升近200%至10月峰值，尽管随后因泡沫担忧而回吐部分涨幅。
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SoftBank, Japan's leading mobile operator by data volume, is leveraging AI-RAN technology to enhance asset utilization in its dense network. The company is focusing on coordination to optimize spectrum and computing infrastructure. It uses Red Hat OpenShift to improve power consumption and networking performance.
A prolonged downturn in cryptocurrency has rendered Bitcoin mining unprofitable for many operators, leading them to repurpose their energy-intensive infrastructure for artificial intelligence applications. Companies like IREN Ltd. are betting on the growing demand for AI data centers. This pivot highlights the overlapping needs of crypto mining and AI computing.
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Soros Fund Management, led by billionaire George Soros, has acquired new positions in artificial intelligence-related stocks Broadcom and Tesla, investing a combined $69 million in the fourth quarter. The moves come amid market declines for both companies, signaling confidence in their AI-driven growth prospects. This filing with the US Securities and Exchange Commission highlights Soros's continued focus on technology sectors despite geopolitical and competitive pressures.
OpenAI is taking measures to control electricity costs as large AI tools strain regional power grids. The company plans to invest in transmission lines, energy storage, and local generation to support its Stargate data center project. These steps aim to prevent spikes in utility bills for consumers.
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总部位于杭州的初创公司 DeepSeek 未公布下一代主要 AI 模型的发布计划，但其技术论文预示着潜在的重大进步。这些论文强调了 AI 基础设施创新如何提升模型效率和性能。