Money should go where the mouth is and SoftBank has clearly understood this investment strategy. It has started making moves in tune with the growth of the AI industry. SoftBank Group Corp. has transformed its portfolio, with AI-related holdings surging from 18% of net asset value three years ago to over 60% today, fueled by blockbuster gains from OpenAI investments.
The Japanese conglomerate's $34.6 billion stake in the ChatGPT pioneer, now at an 11% ownership following a $22.5 billion infusion in December 2025, has delivered $14.6 billion in unrealized gains last quarter alone, alongside recent quarterly profits like $1.6 billion. This conviction in AI as a perpetual profit engine drives SoftBank's vertically integrated spree, blending models, chips, robotics, and infrastructure.
SoftBank’s key moves include the $6.5 billion acquisition of Ampere Computing for energy-efficient AI chips, $5.4 billion for ABB's robotics arm to pioneer "Physical AI," and $4 billion for DigitalBridge to tap data centers and fiber networks. Amplifying this strategy, SoftBank partners with OpenAI on the ambitious Stargate project, deploying billions for gigawatt-scale U.S. data centers to meet exploding AI compute demands.
CFO Yoshimitsu Goto dismisses bubble fears, stressing hyperscalers' insatiable need for capacity amid sustained workload growth. From OpenAI's $850 billion valuation trajectory to infrastructure bets securing the AI supply chain, SoftBank's all-in playbook positions it as the ultimate enabler of the AI revolution.
AI: SOFTBANK'S UNSTOPPABLE CASH COW!