{RÉFLEXION} - Stéphane Ricoul : SoftBank mise sur l’IA, au-delà des puces

from Mon Carnet, l'actu numérique · host Bruno Guglielminetti

Stéphane Ricoul analyse le virage stratégique de SoftBank, qui se retire de NVIDIA pour investir massivement dans OpenAI et les infrastructures de l’IA. Un choix qui illustre un déplacement de la valeur, des puces vers l’orchestration des services et des usages. Une lecture stratégique pour comprendre où se joue désormais le cœur de l’économie de l’IA en 2026.

Episode metadata supplied by the publisher feed · Published Jan 22, 2026

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{RÉFLEXION} - Stéphane Ricoul : SoftBank mise sur l’IA, au-delà des puces

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