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NVIDIA and SoftBank Corp. Accelerate Japan鈥檚 Journey to Global AI Powerhouse

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NVIDIA and SoftBank announced major collaborations to accelerate Japan's AI initiatives. SoftBank will build Japan's most powerful AI supercomputer using NVIDIA's Blackwell platform and plans to implement the Grace Blackwell platform for its next supercomputer. The companies successfully piloted the world's first combined AI and 5G telecom network (AI-RAN), which could generate significant revenue for telecom operators. Using NVIDIA AI Enterprise software, SoftBank aims to create an AI marketplace for local, secure AI computing. The AI-RAN trial demonstrated that telcos can earn approximately $5 in AI inference revenue for every $1 of capex invested in new infrastructure, with SoftBank estimating returns up to 219% per AI-RAN server.

NVIDIA e SoftBank hanno annunciato importanti collaborazioni per accelerare le iniziative di intelligenza artificiale in Giappone. SoftBank costruir脿 il supercomputer di intelligenza artificiale pi霉 potente del Giappone utilizzando la piattaforma Blackwell di NVIDIA e prevede di implementare la piattaforma Grace Blackwell per il suo prossimo supercomputer. Le aziende hanno sperimentato con successo il primo network telecom 5G combinato con IA (AI-RAN) al mondo, che potrebbe generare ricavi significativi per gli operatori telefonici. Utilizzando il software NVIDIA AI Enterprise, SoftBank punta a creare un mercato dell'IA per un'Intelligenza Artificiale locale e sicura. La prova dell'AI-RAN ha dimostrato che le compagnie telefoniche possono guadagnare circa $5 in ricavi da inferenza AI per ogni $1 di spese in conto capitale investito in nuova infrastruttura, con SoftBank che stima ritorni fino al 219% per ogni server AI-RAN.

NVIDIA y SoftBank anunciaron colaboraciones importantes para acelerar las iniciativas de IA en Jap贸n. SoftBank construir谩 el supercomputador de IA m谩s poderoso de Jap贸n utilizando la plataforma Blackwell de NVIDIA y planea implementar la plataforma Grace Blackwell para su pr贸ximo supercomputador. Las empresas pilotaron con 茅xito la primera red de telecomunicaciones 5G combinada con IA (AI-RAN) en el mundo, lo que podr铆a generar ingresos significativos para los operadores de telecomunicaciones. Utilizando el software NVIDIA AI Enterprise, SoftBank tiene como objetivo crear un mercado de IA para computaci贸n de IA local y segura. La prueba de AI-RAN demostr贸 que las compa帽铆as telef贸nicas pueden ganar aproximadamente $5 en ingresos por inferencia de IA por cada $1 de capex invertido en nueva infraestructura, con SoftBank estimando retornos de hasta el 219% por cada servidor AI-RAN.

NVIDIA鞕赌 SoftBank電 鞚茧掣鞚 AI 鞚措媹靺旐嫲敫岆ゼ 臧靻嶍檾頃橁赴 鞙勴暣 欤检殧 順戨牓鞚 氚滍憸頄堨姷雼堧嫟. SoftBank電 NVIDIA鞚 Blackwell 頂岆灚韽检潉 靷毄頃橃棳 鞚茧掣鞐愳劀 臧鞛 臧曤牓頃 AI 鞀堩嵓旎错摠韯半ゼ 甑稌頃橁碃, 雼れ潓 鞀堩嵓旎错摠韯半ゼ 鞙勴暣 Grace Blackwell 頂岆灚韽检潉 甑槃頃 瓿勴殟鞛呺媹雼. 鞚 須岇偓霌れ潃 靹戈硠 斓滌磮鞚 AI鞕赌 5G 韱奠嫚 雱ろ姼鞗岉伂(AI-RAN)毳 靹标车鞝侅溂搿 鞁滍棙 鞖挫榿頃橃棳 韱奠嫚 靷梾鞛愳棎瓴 靸侂嫻頃 靾橃澋鞚 彀届稖頃 靾 鞛堧姅 臧電レ劚鞚 鞐挫棃鞀惦媹雼. NVIDIA AI Enterprise 靻岉攧韸胳洦鞏措ゼ 靷毄頃橃棳 SoftBank電 搿滌滑 氚 鞎堨爠頃 AI 旎错摠韺呾潉 鞙勴暅 AI 毵堨紦頂岆爤鞚挫姢毳 毵岆摛 瓿勴殟鞛呺媹雼. AI-RAN 韰岇姢韸 瓴瓣臣, 韱奠嫚靷摛鞚 靸堧鞖 鞚疙攧霛检棎 韴瀽頃 $1雼 鞎 $5鞚 AI 於旊 靾橃澋鞚 鞓Υ 靾 鞛堨溂氅, SoftBank電 AI-RAN 靹滊矂雼 斓滊寑 219%鞚 靾橃澋鞚 鞓堨儊頃橁碃 鞛堨姷雼堧嫟.

NVIDIA et SoftBank ont annonc茅 d'importantes collaborations pour acc茅l茅rer les initiatives d'IA au Japon. SoftBank construira le superordinateur IA le plus puissant du Japon en utilisant la plateforme Blackwell de NVIDIA et pr茅voit de mettre en 艙uvre la plateforme Grace Blackwell pour son prochain superordinateur. Les entreprises ont r茅ussi 脿 piloter le premier r茅seau de t茅l茅communications 5G combin茅 脿 l'IA (AI-RAN) au monde, ce qui pourrait g茅n茅rer des revenus significatifs pour les op茅rateurs t茅l茅com. En utilisant le logiciel NVIDIA AI Enterprise, SoftBank vise 脿 cr茅er un march茅 de l'IA pour l'informatique s茅curis茅e et locale. L'essai AI-RAN a d茅montr茅 que les op茅rateurs peuvent gagner environ 5 $ de revenus d'inf茅rence IA pour chaque 1 $ d'investissement en capital dans de nouvelles infrastructures, SoftBank estimant des retours allant jusqu'脿 219 % par serveur AI-RAN.

NVIDIA und SoftBank k眉ndigten bedeutende Kooperationen an, um die KI-Initiativen Japans zu beschleunigen. SoftBank wird den leistungsst盲rksten KI-Supercomputer Japans mit der Blackwell-Plattform von NVIDIA entwickeln und plant, die Grace Blackwell-Plattform f眉r seinen n盲chsten Supercomputer zu implementieren. Die Unternehmen f眉hrten erfolgreich das weltweit erste kombinierte KI- und 5G-Telekommunikationsnetz (AI-RAN) durch, das erhebliche Einnahmen f眉r Telekommunikationsanbieter generieren k枚nnte. Mit der NVIDIA AI Enterprise-Software hat es sich SoftBank zum Ziel gesetzt, einen KI-Marktplatz f眉r lokale, sichere KI-Computing zu schaffen. Der AI-RAN-Test zeigte, dass Telekommunikationsunternehmen f眉r jeden investierten $1 in neue Infrastruktur etwa $5 an KI-Inferenz-Einnahmen erzielen k枚nnen, wobei SoftBank Renditen von bis zu 219 % pro AI-RAN-Server sch盲tzt.

Positive
  • SoftBank to receive world's first NVIDIA DGX B200 systems for its new supercomputer
  • AI-RAN infrastructure enables $5 revenue potential for every $1 of capex investment
  • SoftBank estimates up to 219% return on investment per AI-RAN server
  • AI-RAN solution uses 40% less power than traditional 5G infrastructure
Negative
  • Traditional telco networks currently utilize only one-third of their capacity

Insights

This groundbreaking partnership represents a significant transformation in the telecom infrastructure landscape. The AI-RAN solution could revolutionize the economics of telecom operations, with SoftBank projecting up to $5 in AI inference revenue for every $1 of capex invested and potential returns of up to 219% per AI-RAN server.

The ability to monetize unused network capacity (typically 66% of total capacity) through AI services marks a paradigm shift from traditional cost-center models to revenue-generating infrastructure. The 40% reduction in power consumption compared to traditional 5G infrastructure adds significant operational cost benefits.

The deployment of NVIDIA's Blackwell platform and planned Grace Blackwell systems positions Japan for significant AI computing capabilities. This infrastructure investment will create Japan's most powerful AI supercomputer, enabling advanced LLM development and AI services across multiple sectors.

The combination of NVIDIA AI Enterprise software with distributed AI-RAN architecture creates a comprehensive AI marketplace ecosystem. This infrastructure allows for dynamic resource allocation and secure, localized AI inference services - critical features for enterprise adoption and national AI sovereignty.

  • SoftBank Building Nation鈥檚 Most Powerful AI Supercomputer With NVIDIA Blackwell for Wide Range of Sovereign AI Initiatives, Announces Plans for Grace Blackwell
  • NVIDIA AI Aerial Enables SoftBank to Build World鈥檚 First Live 5G AI-RAN, Unlocking Billions of Dollars in New Revenue Opportunities for Global Telco Industry
  • SoftBank Uses NVIDIA AI Enterprise to Create AI Marketplace, Meeting Nation鈥檚 Demand for Local, Secure AI Compute

TOKYO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- NVIDIA AI Summit Japan鈥NVIDIA today announced a series of collaborations with SoftBank Corp. designed to accelerate Japan鈥檚 sovereign AI initiatives and further its global technology leadership while also unlocking billions of dollars in AI revenue opportunities for telecommunications providers worldwide.

During his keynote at NVIDIA AI Summit Japan, NVIDIA founder and CEO Jensen Huang announced that SoftBank is building Japan鈥檚 most powerful AI supercomputer using the platform and has plans to use the NVIDIA Grace Blackwell platform for its next supercomputer.

Additionally, NVIDIA revealed that SoftBank, using the accelerated computing platform, has successfully piloted the world鈥檚 first combined AI and 5G telecom network 鈥 a breakthrough in computing that opens AI revenue streams potentially worth billions of dollars to telecom operators.

NVIDIA and SoftBank also announced that, using software, SoftBank is aiming to create an AI marketplace that can meet the demand for local, secure AI computing. This new service, which supports AI training and edge AI inference, positions SoftBank to become the AI grid for Japan, facilitating new business opportunities for the creation, distribution and use of AI services across the country鈥檚 industries, consumers and enterprises.

鈥淛apan has a long history of pioneering technological innovations with global impact,鈥 said Huang. 鈥淲ith SoftBank鈥檚 significant investment in NVIDIA鈥檚 full-stack AI, Omniverse and 5G AI-RAN platforms, Japan is leaping into the AI industrial revolution to become a global leader, driving a new era of growth across the telecommunications, transportation, robotics and healthcare industries in ways that will greatly benefit humankind in the age of AI.鈥

鈥淐ountries and regions worldwide are accelerating the adoption of AI for social and economic growth, and society is undergoing significant transformation,鈥 said Junichi Miyakawa, president and CEO of SoftBank. 鈥淭hrough our long collaboration with NVIDIA, SoftBank is leading this transformation from the forefront. With our extremely powerful AI infrastructure and our new, distributed AI-RAN solution 鈥楢ITRAS鈥 that reinvents 5G networks for AI, we will accelerate innovation across the country and throughout the world.鈥

SoftBank First to Receive Blackwell, Plans for Grace Blackwell
SoftBank is slated to receive the world鈥檚 first , which will serve as the building blocks for its new supercomputer.

SoftBank plans to use its Blackwell-powered DGX SuperPOD for its own generative AI development and AI-related business, as well as that of universities, research institutions and businesses throughout Japan.

Upon completion, SoftBank鈥檚 DGX SuperPOD is expected to be Japan鈥檚 most performant to date. Featuring NVIDIA AI Enterprise software and , it is also ideal for the development of large language models.

In addition to its DGX SuperPOD, SoftBank plans to build another NVIDIA-accelerated supercomputer to run extremely compute-intensive workloads. Initial plans for the supercomputer are based on an NVIDIA Grace Blackwell platform design featuring multi-node, liquid-cooled, rack-scale systems that combine NVIDIA Blackwell GPUs with power-efficient Arm-based NVIDIA Grace鈩 CPUs.

AI-RAN Reaches New Milestone
Working closely with NVIDIA, SoftBank has achieved a technology milestone 鈥 the development of a new kind of telecommunications network that can run AI and 5G workloads at the same time, known by the industry as artificial intelligence radio access network, or .

This new breed of infrastructure has broad ecosystem support from the telecom industry, as it offers operators the ability to transform their base stations from cost centers into AI revenue-producing assets.

Through an outdoor trial conducted in the Kanagawa prefecture, SoftBank demonstrated that its NVIDIA-accelerated AI-RAN solution has achieved carrier-grade 5G performance and was able to do so while using the network鈥檚 excess capacity to run AI inference workloads concurrently.

Traditional telco networks are designed to handle peak loads and, on average, have used only one-third of that capacity. With the common computing capability provided by AI-RAN, it is expected that telcos now have the opportunity to monetize the remaining two-thirds capacity for AI inference services.

NVIDIA and SoftBank estimate that telco operators can earn roughly $5 in AI inference revenue from every $1 of capex it invests in new AI-RAN infrastructure.(1) Taking into account its opex and capex costs, SoftBank estimates it can achieve a return of up to 219% for every AI-RAN server it adds to its infrastructure.(2)

Real-World Inference Runs on AI-RAN
For the trial, SoftBank used NVIDIA AI Enterprise to build real-world AI inference applications, including autonomous vehicle remote support, robotics control and multimodal retrieval-automated generation at the edge. All inference workloads were able to run optimally on SoftBank鈥檚 AI-RAN network.

SoftBank鈥檚 fully software-defined 5G radio stack is optimized for NVIDIA鈥檚 AI computing platform and includes L1 software enhanced by SoftBank based on . SoftBank plans to incorporate systems, which it estimates can use 40% less power than traditional 5G network infrastructure,(3) into its solution moving forward.

NVIDIA and SoftBank partners that contributed to the trial of SoftBank鈥檚 AI-RAN solution include Fujitsu and Red Hat.

Matching Supply With Demand
Because an AI-RAN solution needs to spin compute up or down dynamically based on demand and supply without compromising carrier-grade performance in real time, SoftBank aims to build an ecosystem that connects the demand and supply of AI technology by using NVIDIA AI Enterprise serverless application programming interfaces and its in-house developed orchestrator. This enables SoftBank to dispatch external AI inferencing jobs to an AI-RAN server when computing resources are available to deliver localized, low-latency, secure inferencing services.

鈥淪hifting from single-purpose to multi-purpose AI-RAN networks can mean 5x the revenue for every dollar of capex invested,鈥 said Ronnie Vasishta, senior vice president of telecom at NVIDIA. 鈥淪oftBank鈥檚 live field trial marks a huge step toward AI-RAN commercialization with the validation of technology feasibility, performance and economics.鈥

鈥淪oftBank鈥檚 鈥楢ITRAS鈥 is the first AI-RAN solution developed through a five-year collaboration with NVIDIA. It integrates and coordinates AI and RAN workloads through the SoftBank-developed orchestrator, enhancing communication efficiency by running dense cells on a single NVIDIA-accelerated GPU server,鈥 said Ryuji Wakikawa, vice president and head of the Research Institute of Advanced Technology at SoftBank. 鈥淲e are confident this AI-driven innovation, AITRAS, will pave the way for new business models in telecommunications, serving as a crucial factor in the transformation of mobile operators.鈥

Learn more about NVIDIA solutions for .

About NVIDIA
(NASDAQ: NVDA) is the world leader in accelerated computing.

For further information, contact:
Kristin Bryson
Enterprise Communications
NVIDIA Corporation
+1-203-241-9190
kbryson@nvidia.com

(1)聽聽聽Results do not guarantee actual revenue at time of implementation.
(2)聽聽聽Based on estimates by SoftBank.
(3)聽聽聽Based on estimates by NVIDIA and SoftBank. Results do not guarantee actual power reduction at time of implementation.

Certain statements in this press release including, but not limited to, statements as to: the benefits, impact, and performance of NVIDIA鈥檚 products, services, and technologies, including NVIDIA Blackwell platform, NVIDIA Grace Blackwell platform, NVIDIA AI Aerial, NVIDIA AI Enterprise software, NVIDIA DGX B200 systems, NVIDIA DGX SuperPOD supercomputer, NVIDIA Quantum-2 InfiniBand networking, NVIDIA GB200 NVL72 multi-node, liquid-cooled, rack-scale systems, NVIDIA Grace CPUs, NVIDIA Aerial CUDA-accelerated RAN libraries, NVIDIA Aerial RAN Computer-1 systems, NVIDIA鈥檚 full-stack AI, and NVIDIA Omniverse; our collaboration with SoftBank and the benefits and impact thereof; SoftBank using or adopting our products and technologies, the benefits and impact thereof, and the features, performance and availability of its offerings; with SoftBank鈥檚 significant investment in NVIDIA鈥檚 full-stack AI, Omniverse, and 5G AI-RAN platforms, Japan leaping into the AI industrial revolution to become a global leader, driving a new era of growth across the telecommunications, transportation, robotics and healthcare industries in ways that will greatly benefit humankind in the age of AI; countries and regions worldwide are accelerating the adoption of AI for social and economic growth, and society is undergoing significant transformation; through long collaboration with NVIDIA, SoftBank leading this transformation from the forefront; with its extremely powerful AI infrastructure and our new, distributed AI-RAN solution 鈥楢ITRAS鈥 that reinvents 5G networks for AI, SoftBank accelerating innovation across the country and throughout the world; and AI-driven innovation, AITRAS, paving the way for new business models in telecommunications, serving as a crucial factor in the transformation of the mobile operators are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems; as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company's website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

漏 2024 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA, DGX, NVIDIA Aerial, NVIDIA DGX SuperPOD and NVIDIA Grace are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at


FAQ

What is NVIDIA and SoftBank's collaboration for AI in Japan?

NVIDIA and SoftBank are collaborating to build Japan's most powerful AI supercomputer using NVIDIA's Blackwell platform, and implementing the world's first combined AI and 5G telecom network (AI-RAN).

How much revenue can telecom operators generate from AI-RAN infrastructure?

Telecom operators can earn approximately $5 in AI inference revenue for every $1 of capital expenditure invested in new AI-RAN infrastructure.

What is the expected return on investment for SoftBank's AI-RAN servers?

SoftBank estimates it can achieve a return of up to 219% for every AI-RAN server added to its infrastructure.

How much power does NVIDIA's AI-RAN solution save compared to traditional 5G infrastructure?

SoftBank estimates that NVIDIA Aerial RAN Computer-1 systems can use 40% less power than traditional 5G network infrastructure.

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