Son: AI is no bubble… robots are the next 1 trillion-dollar opportunity
SoftBank Chairman Masayoshi Son dismissed concerns about an AI bubble. He said the AI revolution would be 50 times bigger than the dot-com boom and expected to last for 50~100 years, identifying “physical AI,” including humanoid robots, as the next 1 trillion-dollar opportunity. SoftBank acquired ABB’s robotics business for 54 billion dollars and plans an IPO for Roze worth 1,000 billion dollars.

SoftBank Chairman Masayoshi Son dismissed concerns about an AI bubble. He said the AI revolution was 50 times bigger than the dot-com bubble. He said concerns about a bubble were not significant.
He expected AI’s impact to last for 50~100 years. He described this trend as only just beginning. He identified humanoid and industrial robots in the “physical AI” field as the next major opportunity.
SoftBank has already made related investments. Last 10, it acquired ABB’s robotics business for 54 billion dollars. The company said it is growing an AI business called Roze and plans an initial public offering (IPO) worth 1,000 billion dollars.
Chairman Son explained that physical AI would combine with software-based AI and be applied in real-world industrial and service settings. He cited humanoid and industrial robots as specific examples. He said that a detailed technology roadmap and timeline would be disclosed later.
These remarks and the transaction confirm SoftBank’s strategic direction. The company is expanding its robotics business through acquisitions and plans for large-scale fundraising. Further related disclosures can be confirmed through company announcements.
Sources: Benzinga
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