SoftBank is converting a Sharp LCD factory into a battery plant for AI data centres. The data centres cannot wait five years.
Briefly

"SoftBank Corp. plans to convert part of the 440,000-square-metre site in Sakai, Osaka, into one of Japan's biggest production lines for large-scale batteries, aimed at powering the company's own AI data centres."
"The decision completes a vertical integration stack that is unusual even by the standards of the current AI infrastructure arms race, encompassing chips, modular data centre manufacturing, energy generation, and energy storage."
SoftBank Corp. plans to transform part of the former Sharp LCD factory in Sakai, Osaka, into one of Japan's largest battery production lines for AI data centres, with production anticipated within five years. This initiative completes a vertical integration stack that includes chips, modular data centre manufacturing, energy generation, and now energy storage. SoftBank's total debt is approximately $135 billion, and the batteries will be needed before the factory is operational. The site was previously used for LCD panel production and was acquired for about $676 million.
Read at TNW | Artificial-Intelligence
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