The Softbank selloff has meant Masayoshi Son has dropped to eighth on Forbes’ real-time list of Asia’s richest people, down from third at the start of this month.
AI infrastructure is transitioning into a phase where aspects like inference, power efficiency, and high-speed interconnects become more crucial than merely adding more..
However, does this solid operational performance warrant further growth from current levels? We believe there is limited upside potential from the current levels...