David Oh

Summary: 1) Record financial performance – Revenue was up 8% year-on-year to ¥5.2 trillion (~$34.6B) and operating income rose to ¥884 billion (~$5.9B). 2) Telecom remains a growth platform – CEO Junichi Miyakawa emphasized opportunities in standalone 5G, local 5G, and AI-RAN. 3) Beyond connectivity – Softbank is moving into AI and cloud infrastructure, including sovereign cloud plans and major GPU investments.

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The landscape for how entrepreneurs build startups has changed with the rapid growth of #AI. While Silicon Valley may have changed, Plug and Play Tech Center has not. With more than 60 locations worldwide, Sunnyvale has remained our primary hub for #investing, partnerships, and events. Our Partner, George Damouny, spoke with Silicon Valley Business Journal’s Alastair Goldfisher about the impact AI in the Bay Area. In 2025 alone, we completed over 250 investments globally, 184 of which were tied to Silicon Valley companies. Read more about this shift: https://lnkd.in/g5YXmdhV Get a closer look at our global impact in 2025: https://lnkd.in/grddZdAY

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I believe AI infra has put up the slides. Wanna use any hardware supported by Linux to create a memory pool scattered across your data center or Oracle Cloud and achieve a 5x1 memory improvement only using software? Or how about improve your KV Cache capacity 5x1 compared to local memory… and still be faster than local memory? The AI Infra slides show specifics. Or checkout the Forbes writeup: https://lnkd.in/g_aeyGma

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𝗔 𝗽𝗿𝗼𝘂𝗱 𝗺𝗼𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝗘𝘅𝗼𝘀𝘁𝗲𝗹𝗹𝗮𝗿. 𝗧𝗼𝗱𝗮𝘆, 𝗜’𝗺 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝘁𝗵𝗮𝘁 𝘄𝗲’𝗿𝗲 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗜𝗻𝘁𝗲𝗹 𝘁𝗼 𝗵𝗲𝗹𝗽 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀 𝗯𝘂𝗶𝗹𝗱 𝗮𝗻𝗱 𝘀𝗰𝗮𝗹𝗲 𝗔𝗜 𝘄𝗼𝗿𝗸𝗹𝗼𝗮𝗱𝘀 𝘄𝗶𝘁𝗵 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗮𝗴𝗶𝗹𝗶𝘁𝘆, 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆, 𝗮𝗻𝗱 𝗰𝗼𝗻𝘁𝗿𝗼𝗹. We’re even more excited to be part of Lip-Bu Tan’s Intel Corporation—a visionary who has been an unwavering supporter of Exostellar, our technology, and the broader vision of open ecosystems. His leadership is ushering in a bold new chapter for one of America’s most iconic technology companies, and we’re honored to contribute to that journey. This partnership brings together the performance of Intel® Gaudi® AI accelerators with the intelligence of our Kubernetes-native Multi-Cluster Operator, creating a solution designed to solve one of the biggest challenges in AI infrastructure: giving teams timely access to compute—without compromise. Together, we’re enabling:   • Faster time-to-market with dynamic scheduling, quota borrowing, and preemption  • Higher utilization through intelligent orchestration and overquota logic  • Vendor freedom with a truly open, multi-vendor architecture This collaboration is grounded in a shared belief: AI infrastructure should be open, scalable, and designed for how real-world teams work—not how legacy systems were built. Thank you to Arijit Bandyopadhyay, Susan Marquez , and the entire Intel team for your partnership, technical leadership, and trust. We’re just getting started—and we couldn’t ask for better partners to build with. Full Announcement: https://lnkd.in/gk8ssThJ #Exostellar #Intel #GaudiAccelerators MultiClusterOperator #EnterpriseAI #OpenAIStack #ExostellarIntel #IntelGaudi #AIInfrastructure #AIAcceleration

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The ontology‑based hyper‑personalized recommendation engine, TasteQ, was invited to the Oracle AI Summit, where it introduced its latest features designed for AI‑agentic commerce. TasteQ has introduced a context‑based product attribute auto‑analysis model leveraging its RAG technology, enabling a wide range of D2C products to be effectively surfaced and retrieved through AI agents such as ChatGPT and Gemini. TasteQ will continue to launch new solutions designed to strengthen DX & AX and enhance the competitiveness of D2C brand-malls. https://lnkd.in/ggxqh7kE

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#NVIDIA CEO "Now, If you can't come to the cloud, Google Cloud will bring #AI to you" 🤝 A "super partnership" between #NVIDIA and #Google Cloud is bringing state-of-the-art #AI ✨ to regulated industries and countries 🌍. Recognizing the global demand for AI and the critical need for security 🔒, this collaboration, spanning every layer of computing 💻, enables Google Distributed Cloud to securely deliver Gemini ♊ and NVIDIA technologies. It's an "utterly gigantic" step 🚀 to "bring AI to you," wherever you are. #AI #CloudComputing #Innovation #Technology #Partnerships #DigitalTransformation #Security

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some great points brought up here - 448G is not just upscaled Ethernet - it must bring address the scale at bandwidth density that AI 'scale up and scale out' needs. We need new interconnect technology, careful focus on power and density and modulation and a solid cost base to make this hit the needs and potential of AI silicon.

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Excited to share the next step of our partnership with NVIDIA, introducing the new NVIDIA Enterprise AI Factory validated design. The JFrog Platform will act as the central repository and Security scanner for all software artifacts and ML models within NVIDIA's innovative system empowering organizations to develop and implement AI solutions securely, efficiently and reliably. Jeremy Krinitt, Liron Freind Saadon, Adel El Hallak and Justin Boitano, thank you for your partnership #devsecops #AI #MLOps #softwaresupplychain Read more: [Link to the full article](https://lnkd.in/gxvtnb7D)

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