SAMSUNG ELEC: CHIP SUPPLY FALLS FAR SHORT OF CUSTOMERS' DEMAND

SoftBank Group plans to establish and list a standalone AI robotics and data center company, Roze, in the US as soon as this year at a targeted $100 billion valuation, the Financial Times reported, citing people familiar with the matter. Founder Masayoshi Son is leading the effort as the firm ramps up investment in AI, including major commitments to OpenAI. The move comes as SoftBank increases borrowing to fund its strategy amid questions over the sustainability of global data center spending.

美联储主席鲍威尔：国内私人最终需求（PDFP）实际上高于2%，这是一件好事。