SoftBank Injects Over $450 Million into Graphcore for AI Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy ORCL?
Source: CNBC
- Funding Injection: SoftBank has injected over $450 million into Graphcore, aiming to continue its significant investments in AI infrastructure and hardware, demonstrating its strong confidence in the AI sector.
- Share Issuance: Graphcore issued a single share valued at $457 million on April 10, with the funds allocated for the development of its AI chips and systems, further advancing the company's progress in AGI.
- Strategic Collaboration: Since acquiring Graphcore in 2024, SoftBank has collaborated with the company to develop artificial general intelligence (AGI) and plans to continue providing funding support over the next year, enhancing its competitive edge in the AI market.
- Global Expansion Plans: Graphcore announced plans to invest up to £1 billion in establishing a new AI campus in Bengaluru, India, and is hiring hundreds of roles across AI, silicon, software, and systems engineering to support its global business growth.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 193.840
Low
180.00
Averages
309.59
High
400.00
Current: 193.840
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Share Issuance: Graphcore issued a single share valued at $457 million on April 10, with the funds allocated for the development of its AI chips and systems, further advancing the company's progress in AGI.
- Strategic Collaboration: Since acquiring Graphcore in 2024, SoftBank has collaborated with the company to develop artificial general intelligence (AGI) and plans to continue providing funding support over the next year, enhancing its competitive edge in the AI market.
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- Funding Injection: SoftBank has injected over $450 million into Graphcore, aiming to continue its significant investments in AI infrastructure and hardware, demonstrating its strong confidence in the AI sector.
- Share Issuance: Graphcore issued a single share valued at $457 million on April 10, with the funds allocated for the development of its AI chips and systems, further advancing the company's progress in AGI.
- Strategic Collaboration: Since acquiring Graphcore in 2024, SoftBank has collaborated with the company to develop artificial general intelligence (AGI) and plans to continue providing funding support over the next year, enhancing its competitive edge in the AI market.
- Global Expansion Plans: Graphcore announced plans to invest up to £1 billion in establishing a new AI campus in Bengaluru, India, and is hiring hundreds of roles across AI, silicon, software, and systems engineering to support its global business growth.
See More
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- Improved Profitability: The company reported a GAAP profit of $70.7 million, a substantial turnaround from last year's loss, while operating cash flow turned positive at $73.6 million, reflecting ongoing financial health improvements and operational efficiency gains.
- Strategic Partnership Expansion: Bloom expanded its agreement with Oracle to cover up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, further solidifying its market position in the AI data center sector and laying a foundation for future growth.
- Optimistic Outlook: Management raised its full-year 2026 revenue guidance to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth rate, demonstrating confidence in the company's future growth trajectory.
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- Significant Revenue Growth: First-quarter revenue rose 130% year-over-year to $751 million, with product revenue alone increasing by 208%, while non-GAAP gross margin improved to 31.5%, indicating a strong market share in the rapidly growing AI data center sector.
- Upgraded Guidance: Management raised its full-year 2026 revenue outlook to a range of $3.4 billion to $3.8 billion, up from a prior range of $3.1 billion to $3.3 billion, implying an expected 80% year-over-year growth at the midpoint, showcasing optimism about future performance.
- Surge in Customer Orders: Bloom expanded its agreement with Oracle to procure up to 2.8 gigawatts of fuel cell systems, with 1.2 gigawatts already contracted, indicating a rapidly growing demand in the AI infrastructure space and further solidifying its market position.
See More
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- Tech Layoff Wave: Despite Hassett's optimistic remarks, companies like Amazon, Meta, and Oracle have announced layoffs, with some highlighting AI's role in automating work and boosting productivity, reflecting tension within the industry.
- Block Layoff Example: Block announced in February that it would lay off nearly 4,000 employees, reducing its workforce by almost half, with CFO Amrita Ahuja noting that the company is leveraging AI to accelerate operations and enhance team efficiency, indicating a reliance on AI.
- Shifts in Industry Dynamics: Amid rapid advancements in AI technology, Wall Street has observed a changing of the guard, with Intel and AMD shares rising while Nvidia lags, reflecting varying market responses to AI investments.
See More
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- Impact of AI on Employment: National Economic Council Director Hassett stated that there is currently no evidence that artificial intelligence is causing job losses, despite tech companies like Amazon, Meta, and Oracle announcing layoffs, indicating AI's role in work automation.
- Context of Layoffs: Block announced nearly 4,000 layoffs in February, reducing its workforce by almost half, with CFO Amrita Ahuja noting a shift towards smaller teams leveraging AI for increased efficiency, reflecting the industry's reliance on AI.
- Future Research Initiatives: Hassett mentioned that while there are no signs of job losses now, the White House is studying the impact of AI on the future workforce and has established a task force to address this challenge.
- Industry Dynamics Observation: Despite the layoffs, Hassett's comments highlight AI's potential in enhancing productivity and automating work, suggesting that companies still see long-term value in AI during their transformation processes.
See More
