SoftBank

AI Markets

OpenAI’s $852B Valuation Tests the Limits of AI Investment Logic

A $122B funding round backed by Amazon, Nvidia, and SoftBank marks the largest AI bet on record—but profitability remains years away and enterprise adoption lags.

8 min read ·
AI Macro

OpenAI’s $120B Round Rewrites AI Financing as Power Grid Becomes the Real Bottleneck

The largest private funding round in tech history exposes a new capital structure where compute credits replace cash and energy access matters more than algorithms.

9 min read ·
Geopolitics Markets

Tokyo Slashes SoftBank Fee 90% as $550B US-Japan Deal Faces Institutional Revolt

Japan's forced reduction of a $6.3 billion project fee to under $600 million exposes deepening skepticism about deal governance, Trump policy durability, and cross-border infrastructure viability.

7 min read ·
Geopolitics Markets

Japan Challenges $6bn SoftBank Fee as US Alliance Economics Turn Transactional

Tokyo's objection to governance terms in $550bn trade deal exposes friction over how Washington structures capital partnerships with allies.

7 min read ·
AI Markets

SoftBank Seeks Record $40 Billion Loan to Fund OpenAI Stake

Japanese conglomerate pursues one of the largest corporate loans in history as Masayoshi Son doubles down on AI dominance through unprecedented debt financing.

8 min read ·
AI Markets

S&P Cuts SoftBank Outlook to Negative on $30 Billion OpenAI Bet

Rating agency flags liquidity concerns as Japanese conglomerate doubles down on AI infrastructure amid record private tech funding.

7 min read ·
AI

OpenAI Closes Record $110 Billion Round at $730 Billion Valuation

Amazon, Nvidia, and SoftBank lead largest private funding in history as AI infrastructure arms race accelerates.

9 min read ·