Sam announced the shutdown of AI video generation product Sora

We can only speculate on his motives through public information
Sora survived for only 7 months
OpenAI seemingly abandoned Sora
But actually, it didn't
Video generation capabilities have always remained
The root cause is probably that
OpenAI is transforming into a heavy-asset
infrastructure operator
Future capital expenditure plans are estimated to reach trillions of dollars
-Announced $40 billion financing in March 2025
-Continued seeking investment in January 2026, valuation at $830 billion
-Plans to increase employee headcount from 4,500 to 8,000
-Continues expanding electricity and energy purchases, even nuclear fusion
-Collaborates with Broadcom and TSMC on custom chip development
Sora on this ultimate involution-driven infrastructure race track
appears extremely lagging
-Even with massive C-end users, could still lose the endgame
-Generating 15-second videos can consume thousands of dollars in equivalent compute
-Sora can also be embedded as an API rather than a standalone app
As Gemini 3 and Claude update daily
OpenAI's pressure keeps mounting
First-mover advantage has been rapidly erased
And tech giants like Google are starting to disregard their founding principles
taking on debt to participate in this trillion-dollar capital expenditure involution
Jensen Huang in the latest podcast directly proposed
that Nvidia should transform into a planetary-scale infrastructure company
The bet enters the second half
The Texas championship also reaches the final table
One loss means all chips
At this time, Masayoshi Son, who once invested in Alibaba
His SoftBank Group needs $40 billion bridge loans for the short term
all-in into this
AI company only a few years old, not yet IPO'd
Even willing to mortgage ARM and sell off Nvidia for this
As one of OpenAI's rare pure financial investors
he believes OpenAI is
the second Alibaba in his lifetime
except the stakes are thousands of times greater than back then
Will he win?