AI accelerator specialist; builds Tensor Streaming Processor-based chips
The latest wave of open-weight AI models from Chinese labs is expanding rapidly, offering cheaper, customizable options that are challenging premium, closed models. OpenRouter shows Chinese models occupying top spots for weekly token usage, while industry players push open-weight strategies to reduce costs and speed deployment. Analysts say most routine corporate AI work can be handled by these cheaper models, with premium providers reserved for the toughest problems.
SoftBank founder Masayoshi Son has argued data centers in space offer little cost benefit and that the AI race will be decided by Earth-based compute. He cites power costs, transport, and delays as barriers to orbital data centers, while emphasising the ongoing importance of on-Earth infrastructure.