作者KY1998 (HAN)
看板Stock
标题[新闻] 软银公司和软银集团成立「SB Neo」，在
时间Sat Jul 4 16:45:01 2026
原文标题： SoftBank Corp. and SoftBank Group Corp. Establish
"SB Neo" to Operate Neocloud Business in the United States
原文连结： 。
https://www.softbank.jp/en/corp/news/press/sbkk/2026/20260702_01/
发布时间： July 2, 2026
记者署名： SoftBank Corp.
原文内容：
Leveraging the SoftBank Group's 10-gigawatt-scale energy and AI
infrastructure,
SB Neo will provide neocloud services to U.S. enterprises
SoftBank Corp. and SoftBank Group Corp. announced they will establish SB Neo,
Inc. ("SB Neo," tentative name), a company that will operate a neocloud
business in the United States. SB Neo will be established in the United
States in July 2026, and 51% owned by SoftBank Corp. and 49% owned by
SoftBank Group Corp., and a consolidated subsidiary of SoftBank Corp.
Leveraging the SoftBank Group's
10-gigawatt-scale energy and AI
infrastructure currently under development, in the fiscal year ending March
31, 2028 (FY2027) SB Neo will launch neocloud services that provide major
U.S. enterprises, including hyperscalers, with the computing resources needed
for large-scale AI model training and inference. To meet the strong demand
for AI computing resources in the United States, SB Neo will expand its
service capacity in phases, with plans to later deploy AI infrastructure on a
10-gigawatt scale.
In Japan, SoftBank Corp. has been providing a beta version of its GPU cloud
service powered by "Infrinia AI Cloud OS," a software stack for AI data
centers, since May 2026. SoftBank Corp. will leverage the expertise and
insights gained through this initiative to drive its business in the United
States. SoftBank Group Corp. is already advancing large-scale AI
infrastructure projects in the United States, and will support SB Neo's
business by leveraging its infrastructure, personnel and other resources.
Masayoshi Son, Chairman & CEO of SoftBank Group Corp., said: "The SoftBank
Group will work together to deploy world-class AI infrastructure and drive
the AI revolution."
Junichi Miyakawa, President & CEO of SoftBank Corp., said: "With the strong
demand for AI data centers in the United States and the SoftBank Group making
steady progress toward securing 10 gigawatts of power, we are partnering with
SoftBank Group Corp. to develop our neocloud business in the United States.
We also plan to proceed with the construction of gigawatt-scale AI data
centers in Japan as soon as preparations are in place."
心得/评论：
孙正义的投资哲学，赌，他要如何执行?
成立新公司 SB Neo (傻逼?)
2030年目标10GW !!
软银投资openAI，再盖资料中心租给 openAI ??
再去看本周meta谣言(meta未评论)，出租闲置算力
2030年预估
neocloud：
CoreWeave：5~8GW
Nebius：5~7.5GW
IREN Limited：超过5.8GW
传统云巨头：
微软：约16GW
谷哥：约30GW
亚马逊：超过30GW
新加入：
xAI、META(?)、SB neo
卖铲子的看来是赢家，GG、NVDA
--
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※ 编辑: KY1998 (118.166.158.81 台湾), 07/04/2026 16:49:50
1F：推 LIONDOGs : 新傻逼 07/04 16:46
2F：推 knml : 牛逼怒 07/04 16:49
3F：推 goodevening : 傻逼牛 07/04 16:52
4F：推 DonDonFans : 为啥要骂自己是傻逼 07/04 16:52
5F：推 abyssa1 : 傻逼你喔 07/04 16:53
6F：→ idernest : 傻逼你喔？ 07/04 16:53
7F：推 luke0407123 : 傻人有傻福 就是会赚钱 07/04 16:54
8F：→ brain9453 : 傻逼你喔 07/04 16:55
9F：推 maxman77 : 要叫NB 牛逼 懂？ 07/04 16:56
10F：推 akito555 : 撒币!? 傻逼!? 07/04 16:57
11F：推 sunnyhung : 大东亚共荣圈 来了 07/04 16:58
12F：→ kf0916 : 不就是之前黄了的星际之门？ 07/04 17:01
13F：推 primotore : 傻逼，牛哦～ 07/04 17:03
14F：推 turndown4wat: SB 07/04 17:03
15F：→ fallinlove15: 傻逼 牛喔 07/04 17:04
16F：推 ymlin0331 : GG GG GG 07/04 17:04
17F：嘘 strlen : 小日子有自如之明 07/04 17:05
18F：→ strlen : *本 07/04 17:05
19F：→ fdkevin : 傻ｘ牛 07/04 17:13
20F：→ TaiwanUp : Neo放在前面比较好 才不会有贬抑自己的疑虑 07/04 17:14
21F：推 HiuAnOP : 傻逼牛 07/04 17:16
22F：推 starport : 傻逼尼欧 史密斯生气了？ 07/04 17:24
23F：推 Antihuman : 傻逼 6 07/04 17:25
24F：推 siibouf : 傻逼 07/04 17:27
25F：推 Laviathan : 傻逼.改 07/04 17:28
26F：推 ataky : 名字说明了一切 07/04 17:33
27F：推 deann : 傻B 尼欧? 07/04 17:37
28F：推 rayisgreat : 傻逼尼 07/04 17:38
29F：推 ayufly : 你欧各位傻逼 07/04 17:41
30F：推 popo3809490 : 傻逼中的傻逼 07/04 17:48
31F：→ Karida : 傻逼牛 07/04 17:53
32F：推 manlike : 傻逼救世主 XDDD 07/04 17:54
33F：→ Karida : 辉达也要盖资料中心出租，辉达GPU卖不出去，改和企 07/04 17:54
34F：→ Karida : 业合作，企业出土地和厂房，辉达把GPU出租给他们， 07/04 17:55
35F：→ Karida : 美其名是增加未来现金流，实则清库存。 07/04 17:55
36F：推 chainstay120: 傻逼牛 07/04 17:56
38F：推 yuchifan : 这家公司的翻译484傻逼你喔？ 07/04 18:07
39F：→ kf0916 : 辉达gpu卖不出去是哪个平行时空？ 07/04 18:07
40F：推 homerunball : 傻逼 07/04 18:09
41F：推 wekaytw : 去看看他的债券评级 很有趣呢 07/04 18:10
42F：推 ganninian : 傻逼 牛 给力 靠谱 屌丝 还有什麽？ 07/04 18:11
43F：推 smalmal : 软银投在open酱的资金 一年利息大概就一千亿台币 07/04 18:16
44F：→ smalmal : 不能上市的话就真的SB了 07/04 18:16
45F：推 qweertyui891: 傻逼 07/04 18:28
46F：推 tsainalunba4: 傻逼 07/04 18:39
47F：推 DustToDust : 现在晚了吧 都炒完了 07/04 19:10
48F：推 Informatik : 新傻逼 07/04 19:14
49F：推 selvester : 新傻逼无误 07/04 19:19
50F：→ zzzzzlss : 好哦 sb 07/04 19:34
51F：推 onekoni : 煞笔牛 07/04 19:38
52F：推 jay3u7218 : 傻逼尼尔XDDDD 07/04 19:59
53F：→ cor1os : Neo=New 新傻B 07/04 20:03
54F：推 Yamamy : SB Neo 傻逼你喔 07/04 20:04
55F：推 dbdudsorj : 傻逼你喔 07/04 20:18
56F：→ Heedictator : 干嘛自介 07/04 20:20
57F：嘘 ShortCallDie: 傻逼你喔 07/04 20:24
58F：推 sunday0913 : 傻逼牛喔 07/04 20:26
60F：→ offstage : 2000年的时候，也有一间新创公司叫Asia Neo One 07/04 20:32
61F：推 kuanhunter : 傻逼、嫩 07/04 20:50
62F：推 imba789 : 傻逼 07/04 20:53
63F：推 deepelves : SBNeo 傻逼牛? 07/04 21:01
64F：推 xbx123 : 没有偷骂我吧 07/04 21:11
65F：推 SatoTakuma : 人家日本人是懂中国人的简称喔？sb很多 07/04 21:18
66F：推 takeda3234 : 被支语同化了 傻逼你喔 07/04 21:22
67F：推 a28200266 : 傻逼尼欧 07/04 21:23
68F：推 coveted : 傻逼你喔 07/04 21:30
69F：推 bcismylove : 谁买谁傻逼 07/04 22:56
70F：→ offstage : 好像有人不知道傻逼也是支语 07/04 23:14
71F：→ offstage : 台湾人(台语)没有傻逼这个词 07/04 23:14
72F：推 fgkor123 : 傻b腻 07/04 23:25
73F：推 MA40433 : SB Neo Ultra 07/04 23:27
74F：推 littlestar66: 新傻逼 07/04 23:30
75F：推 cityport : 傻逼你欧 07/05 07:25
76F：推 bunjie : 名称正确 07/05 11:01
77F：推 sunsamy : 救世主 傻逼尼欧 07/05 14:43
78F：推 windalso : 新傻逼 07/05 21:55
79F：→ raku : 做铲子跟卖铲子的又要大赚了 07/05 23:06
80F：推 sunandmoonof: 支语傻B一堆 07/06 07:50