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AIデータセンターは「圧倒的に供給不足」――ソフトバンクG後藤CFO、“バブル疑惑”を否定

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SoftBank Group CFO Yoshimasa Goto emphasized the shortage of AI data center supply during an earnings call, explicitly denying market bubble theories.

Key points

  • •Goto pointed out that supply is failing to keep up with AI infrastructure demand, creating a structural shortage.
  • •He emphasized that the demand increase is based on real needs, countering investor concerns about an AI bubble.
  • •During the Q1 earnings explanation for the fiscal year ending March 2027, he hinted at the intention to continue data center investments.
#Semiconductors & Infrastructure#Major Players#AI Companies & Funding
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