TSE:9984Wireless Telecom
Does SoftBank’s US$1 Billion AI Data Center Bet With OpenAI Change The Bull Case For SoftBank Group (TSE:9984)?
In late 2025, OpenAI and SoftBank Group jointly committed US$500 million each to SB Energy to fund a 1.2‑gigawatt AI data center campus in Texas as part of OpenAI’s Stargate infrastructure push.
This move links SoftBank’s capital and SB Energy’s development capabilities directly to the build‑out of large‑scale AI computing capacity, deepening its exposure to AI infrastructure rather than only AI software and chips.
Next, we’ll examine how SoftBank’s US$1 billion co‑investment with OpenAI in...