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SUPPLY CHAIN TRACE

SoftBank Group is Japan's largest technology conglomerate and one of the most aggressive AI infrastructure investors globally, with founder Masayoshi Son committing billion to US AI investment and positioning SoftBank as a major demand driver for GPU servers. Its ownership of Arm Holdings — whose processor architectures power virtually every smartphone and increasingly AI data centers — gives SoftBank a uniquely strategic position across the semiconductor value chain. In Japan, SoftBank operates major AI cloud infrastructure and is a key customer for domestic AI hardware suppliers.

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SoftBank

Japan's largest AI infrastructure investor and GPU buyer

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