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SoftBank (9984 JT) CEO Son dismisses AI bubble concerns as absurd, while he says AI investment is to reach USD 5tln annually by 2040
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SoftBank's Masayoshi Son projects $5 trillion annual AI investment by 2040, dismissing bubble fears. His strategy focuses on massive energy expansion using gas and fusion to power terrestrial data centers.
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Son said nuclear fusion will become the primary power source for AI data centres within 15 years, predicting global data centre capacity needs of 3 terawatts by 2040, and added that natgas will bridge the gap until fusion becomes viable Son dismissed concerns about AI investment returns as “an incredibly foolish question”
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