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2026-07-15 18:04:12
[Masayoshi Son's Bold Bet on the AI Era: Trillions of Intelligent Agents Reshaping Society, Humanoid Robots Replacing 3 Billion Workforce] ⑴ SoftBank Group founder Masayoshi Son predicted at the annual meeting on Tuesday that by 2040, the number of AI intelligent agents worldwide will reach 100 trillion, and humanoid robots will increase to 1 billion, making AI the largest industry in human history. ⑵ He expects AI to contribute about 20% of global GDP by then, with trillions of intelligent agents interacting with each other, shifting the center of gravity of society from humans to intelligent agents, fundamentally reshaping the world order. ⑶ Regarding humanoid robots, Son believes they can operate around the clock, equivalent to adding 3 billion additional workers, and are superior to humans in execution speed, accuracy, and detail, becoming the core pillar of the future labor system. ⑷ He emphasized that data center expansion is a key prerequisite for realizing the AI vision, predicting that related electricity consumption will double by 2040, requiring an annual investment of approximately $5 trillion in infrastructure support. (5) At the business strategy level, Masayoshi Son said that the AI revolution should not be limited to Japan, and resources must be concentrated on the United States as the main battlefield in order to seize the commanding heights of global competition.
