| | The bi-weekly newsletter by AIM that brings the biggest shifts shaping IT, AI, and GCCs. |
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Did SoftBank Just Trigger the AI Bubble? SoftBank is making one of its boldest bets yet. The company plans to invest around $40 billion in OpenAI through its Vision Fund 2. Yet, what's interesting is that it has sold its entire NVIDIA stake—a move that echoes a joke once shared between Masayoshi Son and Jensen Huang. by Mohit Pandey |
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SoftBank's latest earnings paint the picture of a company doubling down on AI while cashing in on past wins. The group reported a consolidated net income of ¥3.32 trillion (~$22.1 billion) for the six months ended September 30, up 168% from last year. Much of that surge came from investment gains linked to OpenAI and share sales in NVIDIA and T-Mobile. SoftBank confirmed that the $40 billion OpenAI investment will be made via Vision Fund 2, making it a $30 billion exposure after syndicating $10 billion to co-investors. It also formed a joint venture, SB OAI Japan, with OpenAI to build what it calls 'Crystal intelligence' for transforming how Japanese enterprises operate. The group's results show it's restructuring its portfolio around AI infrastructure—even if it means giving up past winners like NVIDIA. The irony isn't lost on anyone. Last year, at a 2024 summit, Jensen Huang joked that Son was once NVIDIA's largest shareholder before selling too early. "Could you imagine if today you were the largest shareholder? Oh my God," said Huang, as Son playfully buried his head on Huang's shoulder. "We can cry together," Huang quipped. Now, that moment has come full circle. SoftBank has exited NVIDIA once again—this time as part of a calculated repositioning. The sale helped lift its stock by 78% over three months ending September, its best quarterly performance since 2005. [AIM Network Exclusive] India's deep-tech moment is here, and Reliance's JioGenNext is quietly powering it. In this exclusive Front Page episode, Amey Mashelkar, head of JioGenNext, reveals how the program evolved from a startup accelerator to a nation-scale innovation engine. |
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AI NEWS >>> - Google is bringing Trillium TPUs to India to power local AI growth.
- CAMB.AI and Broadcom have announced a collaboration to embed MARS directly into Broadcom's NPUs.
- Collins Aerospace has opened a 26-acre manufacturing facility at the KIADB Aerospace Park in Bengaluru.
- AI4Bharat has launched the Indic LLM Arena, a crowd-sourced platform to evaluate global LLMs built for Indian users.
- Intel AI chief Sachin Katti has joined OpenAI for AGI ambitions.
The Sounds of the AI Bubble But not everyone is buying the AI euphoria of SoftBank. Michael Burry of The Big Short fame has bet against the boom, disclosing put options on approximately one million NVIDIA shares (~$187 million) and five million Palantir shares (~$912 million). He warned that the AI rally could be overextended. Huang disagrees. He insists this isn't a bubble but a transformation. "AI has become good enough," he said, pointing out that companies are paying for reasoning, research and thinking—not speculation. "Every GPU you can find is lit up and used," he added. Between Huang's optimism and Burry's scepticism sits Son—building what analysts call a "growing AI empire". Yet, SoftBank's AI journey is risky. With $40 billion flowing into OpenAI, $6.5 billion into Ampere, and more on the way, Son is chasing the future again—just as he did with Alibaba two decades ago. This time, the stakes are higher, the valuations steeper, and the world is watching closely whether he's too early, too late, or if the timing is finally right. [Developers' Meetup] Building Tomorrow: Where Cloud, AI & Data Converge |
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Join us at the Dentsu Global Services Developers' Meet Up 2025 to explore this powerful synergy that's reshaping innovation. Engage with industry leaders, discover cutting-edge tools and gain insights into how this convergence is powering the next era of digital transformation. 📍 November 22 – Bengaluru 📍 December 6 – Pune Register here. [Webinar Alert] AIM x Polestar Innovator Session: Are You Agent-Ready? |
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Join Ankit Rana, chief innovation officer at Polestar Analytics, and Siddharth Poddar, chief product officer at the company, as they break down what it truly means to be "agent-ready". Click here to know more. |
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Best Firm for Data Scientists – Showcase your leadership in data science and build a thriving workplace. Apply Now Join AIM Leaders Council – Connect with top data leaders and shape the future of AI. Check Eligibility Our Events – Be part of an exclusive event uniting North America's top data leaders. More Details AIM PeMa Quadrant – Discover the best in AI and data services with AIM's PeMa Quadrant. Explore Now GCC Explorer Unlock Exclusive Insights into 1400+ Global Capability Centers (GCCs) in India with AIM Research's Comprehensive Database. Access GCC Explorer Stay ahead with these insights, and join us in driving the future of data science and technology. Your active engagement and participation are what make our community thrive. For Brand Collaborations, Contact us at info@aim.media |
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To unsubscribe from future emails, simply click the "unsubscribe" link AIM. Unsubscribe © Copyright, 2025, AIM • 1st Floor, Sakti Statesman, Marathahalli – Sarjapur Outer Ring Rd, Green Glen Layout, Bellandur, Bengaluru – 560103 |
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| | The bi-weekly newsletter by AIM that brings the biggest shifts shaping IT, AI, and GCCs. |
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Hyderabad vs Bengaluru for GCCs Bengaluru's long reign as India's GCC capital is facing a fresh wave of challengers. Hyderabad has emerged as the country's new greenfield GCC hotspot, and Tier-2 cities aren't far behind. by Mohit Pandey |
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OpenAI has officially launched Atlas, a browser that embeds ChatGPT right into your browsing window, so you can ask, write, summarise or even automate tasks without ever switching tabs. Atlas is now live for macOS users across the Free, Plus, Pro and Go tiers, with beta access rolling out for Business, Enterprise and Education accounts. Versions for Windows, iOS, and Android are already on the horizon. The browser's key pitch is simple, but brilliant: ChatGPT goes wherever you go online. During the demo, Sam Altman, the CEO of OpenAI, summed it up, "It's smooth, it's quick and it's very nice to use." Social media, of course, had its say. Many users attribute these traits to Google's Chromium.
"Something's bugging me about Atlas—it's clearly Chromium-based (you can tell from the user agent and UI), but I can't find any credit to Chromium anywhere. No license info, no acknowledgements," a user said on Hacker News. "Sam realises that his team just made Chrome with ChatGPT as the home tab." Meanwhile, right around this launch, OpenAI wrote on X that Meta changed its policies so that 1-800-ChatGPT won't work on WhatsApp after January 15, 2026. "Luckily, we have an app, website and browser you can use instead to access ChatGPT," OpenAI added in a not-so-subtle flex.
[AIM Network Must Watch]
On October 20, a single DNS resolution failure in AWS' US-EAST-1 region disrupted millions of users and businesses globally. The ripple effect was felt across Snapchat, Reddit, Perplexity AI and UK-based banks. This video breaks down what caused the AWS outage. |
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[Event Alert] Global integrated risk assessment firm Moody's is set to host its invite-only event 'Moody's India Open House' on Friday, November 7, at The Ritz-Carlton in Bengaluru's Ashok Nagar. Click here to know more. [Webinar Alert] AIM x Polestar Innovator Session: Are You Agent-Ready? Join Ankit Rana, chief innovation officer at Polestar Analytics, and Siddharth Poddar, chief product officer at Polestar Analytics, as they break down what it truly means to be "agent-ready". Click here to know more. The timing of ChatGPT's Atlas release couldn't have been more intriguing. Recently, Perplexity unveiled Comet, its AI-first browser designed to automate web workflows. Microsoft's Edge leans deeper into its Copilot Mode. Meanwhile, Google's Chrome has Gemini-powered conversational search, Brave has Leo, Opera has Neon and, now, OpenAI has Atlas. "Just woke up. Did I miss anything?" Aravind Srinivas, CEO of Perplexity, sarcastically said on X. In response, users dismissed any cause for concern, noting that it was just another browser in the market. But Atlas isn't just another search bar upgrade. For power users, an Agent Mode lets ChatGPT handle multi-step tasks like research, analysis or scheduling. It's an early glimpse at what OpenAI calls "autonomous agents". Yes, it's all built on top of Google's Chromium, which feels almost poetic. The company that kickstarted the AI boom with ChatGPT, itself built on Google's Transformer architecture, is now wrapping its biggest rival's codebase to take on its core product. This ironically pushed Google to play catch-up with Gemini. Three years later, OpenAI is doing it again. This time, however, not with a chatbot, but with the browser itself. AI NEWS >> |
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Best Firm for Data Scientists – Showcase your leadership in data science and build a thriving workplace. Apply Now Join AIM Leaders Council – Connect with top data leaders and shape the future of AI. Check Eligibility Our Events – Be part of an exclusive event uniting North America's top data leaders. More Details AIM PeMa Quadrant – Discover the best in AI and data services with AIM's PeMa Quadrant. Explore Now GCC Explorer Unlock Exclusive Insights into 1400+ Global Capability Centers (GCCs) in India with AIM Research's Comprehensive Database. Access GCC Explorer Stay ahead with these insights, and join us in driving the future of data science and technology. Your active engagement and participation are what make our community thrive. For Brand Collaborations, Contact us at info@aim.media |
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To unsubscribe from future emails, simply click the "unsubscribe" link AIM. Unsubscribe © Copyright, 2025, AIM • 1st Floor, Sakti Statesman, Marathahalli – Sarjapur Outer Ring Rd, Green Glen Layout, Bellandur, Bengaluru – 560103 |
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