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市場傳聞:軟銀與英偉達、富士康就人工智慧伺服器生產進行談判;股價下跌5%

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-- 根據《日經亞洲》週五報道,軟銀集團(東京證券交易所代碼:9984)正考慮在國內開發和生產人工智慧伺服器,並計劃在本世紀末開始設計和組裝部分組件。 報導稱,軟銀集團的行動業務部門正專注於能夠運行先進圖形處理單元的高性能人工智慧伺服器,並可能在其預計最早於週一發布的中期業務計劃中概述這一計劃。 軟銀已開始與英偉達和富士康(東京證券交易所代碼:2317)就伺服器開發和生產進行洽談。根據《日經亞洲》報道,該公司計劃先組裝外部採購的零件,然後再擴展到端到端的伺服器製造。 據報道,軟銀還在考慮在去年收購的位於大阪堺市的一家原夏普(東京證券交易所代碼:6753)工廠建立生產基地。 報告稱,這些伺服器將為該公司的資料中心和AI-RAN基礎設施提供支持,該基礎設施將電信基地台與人工智慧處理能力整合在一起。 軟銀股價近日在東京交易中下跌5%。 (市場動態消息來自與全球市場專業人士的交流。我們認為這些資訊來自可靠管道,但可能包含傳聞和推測。準確性無法保證。)

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