SoftBank Compute / Izanagi & Arm AI
SoftBank's own AI-chip + Arm-based accelerator push
Beyond being an OpenAI/Stargate investor, SoftBank is building its own AI-compute stack: it acquired Graphcore, pursues the 'Izanagi' AI-chip project, leverages majority-owned Arm to move into datacenter accelerators, and bought Ampere Computing to fuse Arm CPUs with AI. This makes SoftBank not just a financier but an emerging vertically integrated compute player distinct from its investor role.
Assets
Arm, Graphcore, Ampere
Project
Izanagi AI chip
How it fits the stack
SoftBank Compute / Izanagi & Arm AI with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
SoftBank Compute / Izanagi & Arm AI in the AI stack. SoftBank Compute / Izanagi & Arm AI with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 4 relationships
- SoftBank Compute / Izanagi & Arm AI —uses→ Ampere Computing
- SoftBank Compute / Izanagi & Arm AI —uses→ Arm Holdings
- SoftBank Compute / Izanagi & Arm AI —depends on→ TSMC (Taiwan Semiconductor Manufacturing Company)
- SoftBank Compute / Izanagi & Arm AI —competes with→ Nvidia
Context — capital, rivals, policy · · 1