4.8 • 56 Ratings
🗓️ 20 June 2025
⏱️ 8 minutes
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0:00.0 | Thanks, Masayos-Susan, continuing his moonshot bets. |
0:04.8 | This time reportedly pitching TSM and Trump officials on building a trillion-dollar AI complex in Arizona. |
0:12.1 | Deirdre Bosa has more in today's tech checks. |
0:14.6 | So what do we know about this plan, Deirdre? |
0:18.0 | We don't know very much, Sarah, but it does say something about this race. |
0:21.1 | Like if you thought that $100 million signing bonuses, multi-billion dollar acquisition attempts, |
0:26.1 | if you thought those were aggressive, I mean, there's Masayoshi Sun, the soft bank CEO and founder. |
0:31.1 | He dreams bigger, he spends faster, and he leverages more than anyone else in tech. |
0:36.1 | This latest vision, Crystal City, it is a trillion |
0:39.1 | dollar bet on an industrial complex in Arizona to build robots and AI, a version according to |
0:44.6 | Bloomberg of China's Xinjiang manufacturing hub that would bring back high-tech manufacturing to |
0:49.8 | America. On paper, sounds great, aligned with President Trump's push to onshore infrastructure, and it checks all the AI boxes. |
0:56.9 | But in reality, industrial AI and robots at this scale, that is a massive leap. |
1:02.4 | Even Nvidia and Foxcon, two of the biggest players in AI in manufacturing are just starting to talk about deploying humanoid robots at a single plant in Texas, according to |
1:12.0 | Reuters. It's also just one of several massive AI moonshots that Massa San has lined up. |
1:17.4 | He is all in yes, but it begs the question, is he spreading himself and SoftBank too thin? |
1:22.6 | It certainly wouldn't be the first time. In addition to this latest potential $1 trillion project, SopBank is leading the |
1:28.7 | charge on the $500 billion Stargate project with Open AI and Oracle. Now, part of that may come |
1:34.4 | from $40 billion. Soap Bank is sent to invest in Open AI itself, but don't forget, also, it's |
1:40.5 | $6.5 billion acquisition of Ampere for CPUs. |
1:49.2 | Now, to pull this off would require some of the most ambitious financial engineering that we've ever seen in tech, leverage asset sales, outside capital, on a scale that would |
1:54.3 | make the original Vision Fund look quaint. |
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