Source: New Intelligence Yuan

According to reports, after spending 500 billion on 'Stargate', Softbank has also invested 1 trillion in Siasun Robot&Automation!

Masayoshi Son will create industrial parks equipped with AI factories across the USA, using humanoid robots to help the manufacturing industry solve labor shortages.

Led by a legion of robots, AI factories redefine the manufacturing industry.

In Softbank's grand blueprint, AI factories become the core.

These factories will introduce humanoid robots capable of autonomous movement, fundamentally changing traditional production models.

It is reported that SoftBank is considering purchasing GPUs from NVIDIA and may introduce cutting-edge technology from the German robot company Agile Robots.

The ultimate goal is to significantly reduce manual involvement through AI, covering production lines for various products such as servers, air conditioners, autos, and smart phones.

Meanwhile, Foxconn will also become one of its potential partners.

As a global manufacturing giant, its involvement may inject strong momentum into SoftBank's AI industrial dream. This plan is not only an exploration of technological boundaries but also a profound layout for the future labor market.

At the end of last year, Masayoshi Son announced at Mar-a-Lago that SoftBank would invest 100 billion USD over four years, focusing on AI and related infrastructure, and is expected to create at least 0.1 million jobs.

He stated that Trump's election significantly increased his confidence in the USA's economy. Now, the 1 trillion USD plan once again elevates this vision to new heights.

Of course, SoftBank is not only a provider of funds but also plays a key role in larger projects.

In January this year, in the 500 billion USD "Interstellar Gate" project announced by OpenAI, SoftBank is an important equity partner, with Masayoshi Son personally serving as chairman.

In addition, SoftBank's investment landscape continues to expand.

In February this year, led by this, invested 0.5 billion USD in the humanoid robot startup Skild AI, focusing on developing general intelligence for task-adaptive robots.

Previously, Skild AI had received a 0.3 billion USD investment from SoftBank in July last year to build AI models in the field of robotics.

The AI arms race extends into new tracks.

Looking at JD.com, the wave of super intelligent automation is sweeping the globe.

As Jan Burian, head of industry insights at Trask, said, "Humanoid robots have opened a new era for manufacturing in the USA. This transformation is not only about technology but also about the future of production and lifestyle."

Currently, the competition for LLMs has entered a heated stage.

DeepSeek, Grok 3, and Mistral AI models are all challenging top systems like GPT-4o and Google Gemini.

However, OpenAI's ambitions are clearly greater than that.

In January this year, its trademark application submitted to the USA Patent and Trademark Office revealed a more grand plan: AI-driven smart devices, AR/VR headsets, and highly anticipated humanoid robots.

Moreover, Ultraman also confirmed that OpenAI will venture into AI Consumer Hardware and Semiconductors.

All of this indicates that OpenAI is transitioning from a leader in LLMs to a versatile technology player.

• OpenAI Robot Renaissance

For enthusiasts of industrial technology, OpenAI's emphasis on humanoid robots is particularly noteworthy.

Five years ago, they closed their internal robotics department, but did not give up on this field; instead, they continued to invest in companies like Figure and 1X.

Now, breakthroughs in AI and Sensor technology have opened a new window for robotic applications.

• NVIDIA's Dual-Line Breakthrough

Meanwhile, $NVIDIA (NVDA.US)$ accelerating the run on the track of AI and robotics integration.

At the 2025 CES exhibition, Huang launched the NVIDIA Cosmos foundational model platform, providing AI decision support for robots and autonomous driving.

This platform can not only simulate environments and generate realistic scenes but also significantly enhances the training efficiency of humanoid robots.

In addition, NVIDIA released the Isaac GR00T blueprint, a motion generation tool that utilizes imitation learning and reinforcement learning, leveraging massive synthetic data to promote the intelligent development of robots.

Moreover, the robotics field has teams from different countries.

Ten years later, 38 billion USD blue ocean.

At the Q4 2024 Earnings Reports meeting, Musk boldly stated that thousands of Optimus humanoid robots would be produced in 2025, anticipating future exponential growth.

This robot is highly anticipated and is expected to become $Tesla (TSLA.US)$ Another disruptive product following electric vehicles.

At the same time, the California startup Figure AI is also accelerating forward.

Recently, founder Brett Adcock announced that significant breakthroughs have been made in end-to-end AI humanoid robot technology.

Figure AI has signed contracts with major clients such as BMW and plans to deliver 0.1 million robots over the next four years, successfully testing neural networks in practical applications.

On the other hand, the UK company Humanoid has launched the HMND 01 robot, which plans to test the Alpha prototype with wheeled and bipedal platforms this year, further expanding the application scenarios of humanoid robots.

For the manufacturing industry, AI-driven humanoid robots can be called a revolution.

These smart machines can not only perform complex tasks in production, logistics, and quality control but also collaborate with humans to enhance overall efficiency and alleviate the pressure of labor shortages.

From BMW's production line to Tesla's factory, humanoid robots are gradually becoming a reality.

However, to achieve widespread adoption, challenges such as cost, compliance, and system integration still need to be tackled.

Those companies that are the first to layout this technology are expected to reshape the industrial landscape and set new standards for efficiency and innovation.

Goldman Sachs predicts that by 2035, the humanoid robot market size will soar to 38 billion dollars, with incredible growth potential.

This transformation is not only about enhancing productivity but also redefining lifestyles.

Editor/rice