SoftBank AI News & Updates
SoftBank Acquires ABB Robotics for $5.4B to Advance Physical AI and ASI Vision
SoftBank Group announced the acquisition of ABB Group's robotics business unit for $5.375 billion, with the deal expected to close in mid-to-late 2026. The acquisition is part of SoftBank's strategic focus on "physical AI" and its stated mission to realize Artificial Super Intelligence (ASI), combining advanced robotics with AI capabilities. ABB's robotics division employs 7,000 people and generated $2.3 billion in revenue in 2024, producing robots for industrial tasks like picking, cleaning, and painting.
Skynet Chance (+0.04%): The explicit pursuit of Artificial Super Intelligence (ASI) combined with physical robotics integration increases potential risks if alignment and control mechanisms are not properly developed. Large-scale deployment of AI-powered physical systems with ASI-level capabilities could present new safety challenges related to autonomous action in the real world.
Skynet Date (-1 days): The significant capital investment ($5.4B) and strategic focus on combining ASI with robotics suggests acceleration of physical AI deployment timelines. However, the deal's 2026 closure and focus on existing industrial robotics technology moderates the immediate timeline impact.
AGI Progress (+0.03%): SoftBank's explicit commitment to ASI as a strategic mission, backed by multi-billion dollar acquisitions, represents significant capital and institutional focus on advancing beyond narrow AI toward general intelligence. The integration of physical robotics with advanced AI could provide crucial embodied learning capabilities necessary for AGI development.
AGI Date (-1 days): The consolidation of robotics capabilities with substantial financial backing ($5.4B acquisition plus broader investments in Skild AI, Agile Robots, and AI infrastructure) accelerates the embodied AI development pathway. SoftBank's four-pillar strategy (AI chips, data centers, energy, and robotics) creates an integrated ecosystem that could speed AGI development timelines.
SoftBank Plans Trillion-Dollar AI and Robotics Manufacturing Complex in Arizona
SoftBank is reportedly planning to launch a trillion-dollar AI and robotics industrial complex in Arizona, potentially partnering with TSMC. The project, called "Project Crystal Land," is still in early stages and follows SoftBank's $19 billion commitment to the Stargate AI Infrastructure project.
Skynet Chance (+0.04%): Massive scale AI and robotics manufacturing infrastructure could accelerate the development and deployment of advanced AI systems, potentially increasing risks of uncontrolled AI proliferation. However, the project is still in early conceptual stages with uncertain outcomes.
Skynet Date (-1 days): Large-scale AI infrastructure investment could modestly accelerate the timeline for advanced AI development by providing more manufacturing capacity for AI hardware. The impact is limited since the project is still conceptual and faces execution uncertainties.
AGI Progress (+0.03%): A trillion-dollar AI infrastructure project represents significant capital commitment to AI development and could substantially increase compute capacity and hardware availability for AGI research. The scale suggests serious industrial commitment to advanced AI capabilities.
AGI Date (-1 days): Massive infrastructure investment in AI and robotics manufacturing could accelerate AGI development by removing compute and hardware bottlenecks. The trillion-dollar scale suggests potential for significant impact on development timelines if executed successfully.
SoftBank Acquires Chip Designer Ampere Computing for $6.5 Billion
SoftBank Group is acquiring Ampere Computing, a semiconductor designer specializing in ARM-based server chips, for $6.5 billion in an all-cash deal. This acquisition follows SoftBank's series of AI-focused investments, including partnerships with OpenAI and investments in AI infrastructure, as part of its strategy to support artificial superintelligence development.
Skynet Chance (+0.05%): SoftBank CEO Masayoshi Son's explicit goal of developing "artificial super intelligence" combined with strategic vertical integration of chip design capabilities signals a concerted push toward powerful AI with less emphasis on safety considerations than capability advancement.
Skynet Date (-1 days): SoftBank's aggressive consolidation of AI infrastructure assets and direct statement about pursuing "artificial super intelligence" suggests a concerted effort to accelerate advanced AI development timelines through control of key compute infrastructure elements.
AGI Progress (+0.03%): By acquiring specialized AI chip design capabilities and integrating them with existing Arm holdings, SoftBank is positioning to overcome compute bottlenecks that currently limit AI scaling, potentially enabling much larger and more capable models.
AGI Date (-1 days): SoftBank's systematic investment in the full AI stack from chip design to partnerships with leading AI labs represents a concerted push to accelerate AGI development, with Masayoshi Son's direct references to superintelligence indicating an intention to compress development timelines.
OpenAI Plans Premium AI Agents with Monthly Fees Up to $20,000
OpenAI is reportedly planning to launch specialized AI "agents" with monthly subscription fees ranging from $2,000 to $20,000, targeting different professional applications. The highest-tier agent, priced at $20,000 monthly, will support PhD-level research, while other agents will focus on sales lead management and software engineering, with SoftBank already committing $3 billion to these agent products.
Skynet Chance (+0.01%): The development of specialized AI agents represents a modest increase in AI systems operating with increased autonomy in specific domains. While these specialized agents have limited scope, they normalize the concept of delegating complex professional tasks to AI systems, slightly increasing the potential for dependency on autonomous AI.
Skynet Date (+0 days): These commercial AI agents are domain-specific applications of existing AI capabilities rather than fundamental advances in AI autonomy or intelligence. The pricing strategy and enterprise focus suggest OpenAI is monetizing current capabilities rather than accelerating toward more advanced general intelligence systems.
AGI Progress (+0.01%): The development of specialized PhD-level research agents indicates moderate progress in creating AI systems capable of performing complex knowledge work. However, these appear to be domain-specific tools rather than general intelligence breakthroughs, representing incremental progress toward more capable AI systems.
AGI Date (+0 days): The significant financial commitment from SoftBank ($3 billion) indicates substantial resources being directed toward agentic AI development, which could modestly accelerate progress. However, the focus on commercial applications rather than fundamental AGI research suggests only a minor impact on AGI timelines.
OpenAI in Talks for $40 Billion Funding at $340 Billion Valuation
OpenAI is reportedly negotiating a massive funding round of up to $40 billion that would value the company at $340 billion, with SoftBank potentially leading the investment with $15-25 billion. The capital would help fund OpenAI's money-losing operations, which reportedly lost $5 billion against $3.7 billion in revenue in 2024, and support its ambitious Stargate data center project.
Skynet Chance (+0.08%): The unprecedented scale of investment in a company developing frontier AI systems dramatically increases the resources available for advanced AI research with minimal oversight, potentially enabling development paths that prioritize capabilities over safety considerations.
Skynet Date (-1 days): The massive capital influx would accelerate OpenAI's ability to build immense computational infrastructure through the Stargate project, potentially dramatically shortening timelines for developing increasingly powerful and potentially uncontrollable AI systems.
AGI Progress (+0.04%): While not a direct technical advancement, this extraordinary level of funding represents a step-change in the resources available to overcome remaining barriers to AGI, particularly through massive computational scaling via the Stargate project.
AGI Date (-1 days): The combination of $40 billion in new funding and the explicit focus on building out massive AI compute infrastructure through Stargate would significantly accelerate OpenAI's capability to train increasingly powerful models, potentially shortening AGI timelines by years.
SoftBank Negotiating $25 Billion OpenAI Investment Amid Industry Competition
SoftBank is reportedly in talks to invest up to $25 billion directly in OpenAI, potentially becoming the company's largest single investor, surpassing Microsoft. This investment would be in addition to SoftBank's $15 billion commitment to Stargate, a massive data center project for OpenAI, with the total AI initiative potentially exceeding $40 billion.
Skynet Chance (+0.08%): The unprecedented scale of investment ($40+ billion) in OpenAI's capabilities and infrastructure dramatically accelerates AI development with limited oversight, creating a significant risk of prioritizing capabilities over safety as competitive pressures intensify between OpenAI and emerging rivals like DeepSeek.
Skynet Date (-2 days): The massive influx of capital ($25 billion direct investment plus $15 billion for infrastructure) provides OpenAI with resources to dramatically accelerate AI development timelines and capabilities deployment, potentially bringing forward high-risk advanced AI systems by years rather than decades.
AGI Progress (+0.08%): A $40+ billion investment in OpenAI and its infrastructure represents an extraordinary resource infusion that will dramatically advance the frontier of AI capabilities, potentially enabling breakthrough research and massive scaling of existing approaches toward AGI.
AGI Date (-2 days): The unprecedented scale of SoftBank's potential $40+ billion investment would provide OpenAI with resources to massively accelerate its research, training, and deployment capabilities, potentially shortening the timeline to AGI by enabling faster iteration and much larger training runs.