[REVISION HISTORY]

SoftBank Group AI investment and infrastructure expansion

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2026-09-26 02:51 UTC → 2026-10-26 02:01 UTC · added ~~removed~~

SoftBank Group is pursuing an aggressive expansion into artificial intelligence, focusing on both software investments and physical infrastructure. Initially, the company reported a year-on-year net profit decline to 347.3 billion yen for the April-June quarter, though the figure exceeded analyst forecasts due to gains from its Intel stake. During this period, SoftBank secured a $10 billion margin loan backed by its OpenAI stake to fund corporate purposes and Vision Fund investments, with total planned investment in OpenAI projected to reach approximately $65 billion. Following this, SoftBank's strategy evolved toward deeper integration of the AI ecosystem. The company considered increasing its total engagement with OpenAI to over $71 billion and began investing heavily in the physical requirements of computing. This includes significant spending on U.S. power generation and data center assets through its subsidiary, Energy Global. Additionally, SoftBank restructured to create an AI Computing segment that integrates Arm, Ampere, and Graphcore. To finance these commitments, SoftBank planned a record 1 trillion yen ($6.3 billion) retail bond sale in Japan. On September 4, 2026, the company announced the terms for its 70th series of unsecured corporate bonds, titled the ‘Fukuoka SoftBank Hawks Bond’. On September 14, 2026, SoftBank shares plunged as much as 13%. On September 23, 2026, SoftBank raised approximately $11.1 billion through a massive sale of dollar- and euro-denominated high-yield bonds, marking one of the largest such sales by an Asia-Pacific issuer. The ~~offering included $10 billion in US dollar-denominated senior unsecured notes with maturities between 3.5 and 7.5 years, and approximately €1 billion in euro-denominated notes. The~~ proceeds are primarily intended to fund the final $10 billion tranche of SoftBank’s $30 billion investment commitment to OpenAI, scheduled to close around October 1, 2026. On October 1, 2026, SoftBank completed the final $10 billion payment to OpenAI via Vision Fund 2, bringing its total cumulative investment in the company to $64.6 billion for an estimated 13% ownership stake.

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