Following its historic $11.1 billion high-yield bond sale, SoftBank Group is aggressively deploying capital across the entire artificial intelligence value chainâfrom frontier LLMs and semiconductor design to hyper-scale data centers and robotics.
Key AI Portfolio Holdings & Major Capital Commitments:
- OpenAI (~13% Equity Stake): Total investment commitment reaches ~$60.5 billion ($500M in 2024, ~$30B in 2025, and $30B in 2026), generating $45 billion in unrealized gains as of June.
- Arm Holdings ($232.4B Stake Value): SoftBankâs majority stake in the UK chip designer reached 36.8 trillion yen ($232.41B) in August 2026, driven by global demand for server CPU architecture and Armâs new AI data center chips.
- Stargate & SB Energy ($500B Initiative): Joint mega-project with OpenAI and Oracle. SoftBank and OpenAI each invested $500 million in SB Energy to power a 1.2-gigawatt OpenAI data center in Texas.
- DigitalBridge ($4.0B Acquisition): Acquisition of the digital infrastructure titan backing data centers, fiber networks, and cell towers.
- ABB Robotics ($5.4B Buyout): Acquisition of Swiss group ABBâs robotics division to capture long-term industrial automation growth.
- Ampere Computing ($6.5B Acquisition): Strategic buy of the U.S. server chip startup to build Arm-based data center CPUs.
- Intel ($2.0B Equity Stake): Strategic investment yielded an unrealized gain of 1.33 trillion yen ($8.39B) following Intel’s share surge.
- Graphcore & Perplexity AI: Full acquisition of UK AI chipmaker Graphcore alongside early backing for Perplexity AI (now targeted at a >$30B valuation).
Masayoshi Sonâs “all-in” strategy cements SoftBank as the world’s most aggressive capital provider for the global AI revolution! đđ€đŻđ”