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What happened
On October 8, 2025, SoftBank Group revealed its acquisition of ABB Group's robotics business unit for $5.375 billion, pending regulatory approval expected to finalize by mid-to-late 2026. This acquisition is a strategic move for SoftBank as it seeks to strengthen its position in the robotics and physical AI markets. ABB's robotics division, which employs around 7,000 people and generated $2.3 billion in revenue in 2024, has been facing declining sales, prompting ABB to spin off the unit. SoftBank aims to revitalize this segment by combining its resources with ABB's technology and talent. The acquisition aligns with SoftBank's broader vision of advancing artificial super intelligence and enhancing its robotics portfolio, which includes investments in various robotics companies and the establishment of SoftBank Robotics Group in 2014.
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Key insights
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Significant Investment
SoftBank's acquisition reflects a major financial commitment to robotics.
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Focus on Physical AI
The deal emphasizes SoftBank's strategic shift towards physical AI technologies.
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3
ABB's Revenue Challenges
ABB's robotics unit has seen declining revenues, highlighting industry challenges.
Takeaways
SoftBank's acquisition of ABB's robotics unit signifies a pivotal step in its strategy to dominate the robotics and physical AI landscape, aiming to innovate and drive growth in a competitive market.