softbank group corp.

overview

SoftBank Group Corp. is a Japanese multinational conglomerate holding company focused on investment management and technology. The company is best known for operating the Vision Fund, one of the world’s largest technology-focused venture capital funds with over $100 billion in committed capital. SoftBank invests in AI, robotics, telecommunications, e-commerce, financial technology, and transportation sectors globally.

business model

Investment holding company operating multiple business segments: SoftBank Vision Funds (technology investment), telecommunications (SoftBank Corp. in Japan), Arm Holdings (semiconductor IP), and strategic investments in technology companies worldwide. Revenue generated through investment returns, telecommunications services, and subsidiary operations.

data center profile

global footprint

us portfolio (from database)

projects by state

specialization

primary focus: ai-ml, hyperscale

key differentiators:

• Financial backing for largest AI infrastructure project in history

• Vertical integration via Arm Holdings (semiconductor), SB Energy (renewables)

• Vision Fund technology ecosystem connectivity

• Strategic sovereign wealth partnerships (MGX Abu Dhabi)

• Masayoshi Son chairman role in Stargate Initiative

financial highlights

strategy

corporate strategy

SoftBank’s core strategy centers on identifying and funding transformational technology companies through its Vision Fund model, with current emphasis on artificial intelligence infrastructure as critical enabler for AI revolution. The company leverages its massive capital base, technology subsidiaries (Arm Holdings, SB Energy), and global network to create synergistic investments across AI value chain from semiconductors to infrastructure to applications.

growth strategy

AI infrastructure investment represents SoftBank’s largest strategic bet beyond Vision Fund software/services investments. Through Stargate Initiative chairman role (Masayoshi Son), SoftBank is positioning as primary financial sponsor for national-scale AI infrastructure buildout. Strategy includes: (1) Lead equity investor in $500B Stargate Initiative, (2) Vertical integration via Arm CPUs + NVIDIA GPU partnerships, (3) SB Energy renewable power provision, (4) AI server manufacturing via Lordstown acquisition, (5) Vision Fund ecosystem expansion into infrastructure layer.

power strategy

All-of-the-above energy strategy combining natural gas for immediate deployment, solar + battery storage for renewable baseload, and future small modular reactor partnerships for stable 24/7 operations

renewable commitment: SB Energy subsidiary provides 900 MW Orion Solar Belt in Milam County, Texas powering Google data centers and positioned for Stargate expansion. Commitment to carbon capture and storage for natural gas facilities.

major commitments

partnerships

power providers

technology partners

NVIDIA (GPU/AI Accelerators) : Primary GPU supplier for Stargate Initiative. 64,000 GB200 Blackwell GPUs by end 2026 for Abilene alone (~$2.24B value). Lead times reduced from 8-11 months to 3-4 months. Strategic partnership across all Stargate sites.

Arm Holdings (CPU Architecture) : 90% owned by SoftBank. Energy-efficient ARM-based CPUs for all Stargate opportunities. Arm Grace CPUs paired with NVIDIA Blackwell GPUs. Vertical integration strategic advantage.

Oracle Cloud Infrastructure (Cloud Platform) : Infrastructure partner providing cloud platform layer for Stargate sites. Over $300B contract with OpenAI over 5 years. Co-equity partner in Stargate Initiative.

CoreWeave (GPU Cloud Infrastructure) : Vision Fund investment. 250,000 GPUs across 32 data centers (360 MW). $22.4B in OpenAI commitments. Strategic ecosystem investment.

financial partnerships

leadership

Masayoshi Son

Founder, Chairman, and CEO

Founded SoftBank in 1981 at age 24. Pioneering technology investor with early stakes in Yahoo, Alibaba, and hundreds of technology companies. Known for aggressive, visionary bets on transformational technologies. Now focused on AI as ‘most important revolution in human history’.

Serves as Chairman of Stargate Initiative providing financial oversight for $500B deployment. Personal net worth ~$15B, majority from SoftBank holdings. Announced Stargate with President Trump at White House on January 21, 2025 alongside Sam Altman and Larry Ellison.

Yoshimitsu Goto

Representative Director, Corporate Officer, Executive Vice President and CFO

Joined SoftBank in 2016 from Mizuho Securities. Oversees financial strategy including Vision Fund deployment and balance sheet management.

Key financial architect for SoftBank’s AI infrastructure investment strategy

Rajeev Misra

CEO of SoftBank Investment Advisers (Vision Fund)

Former Deutsche Bank executive recruited by Masayoshi Son to lead Vision Fund. Oversees technology investment strategy across AI, robotics, and emerging technologies.

Manages Vision Fund’s $100B+ portfolio including AI infrastructure investments. Key strategist for SoftBank’s technology investment thesis.

competitive position

SoftBank is uniquely positioned as the primary financial sponsor for the world’s largest AI infrastructure project, competing indirectly with other technology conglomerates and sovereign wealth funds investing in AI. Unlike traditional data center operators, SoftBank’s strength is capital deployment scale and vertical integration across semiconductors (Arm), renewable energy (SB Energy), and technology ecosystem (Vision Fund). Masayoshi Son’s chairman role in Stargate Initiative provides strategic control over $500B deployment.

strengths

• Unprecedented capital deployment scale - $100B+ Vision Fund, Stargate financial leadership

• Vertical integration: Arm semiconductors, SB Energy renewables, AI manufacturing (Lordstown)

• Masayoshi Son’s visionary leadership and technology investment track record

• Strategic partnerships: OpenAI, Oracle, MGX Abu Dhabi, NVIDIA ecosystem

• Early mover advantage in national-scale AI infrastructure

opportunities

• AI infrastructure buildout acceleration beyond Stargate

• Arm architecture adoption in AI/ML computing (vs x86)

• SB Energy renewable expansion for data center power

• Small modular reactor partnerships post-2030

• Vision Fund ecosystem expansion into infrastructure layer

threats

• Amazon AWS Project Rainier scale ($100B in 2025 alone)

• Microsoft/xAI Colossus operational (1 GW, 200,000 GPUs already deployed)

• Custom silicon competition (AWS Trainium vs NVIDIA GPUs)

• Power generation constraints and grid availability

• Water scarcity and environmental opposition in Texas/New Mexico

projects

sources

• SoftBank Group Corp. Official Website

• SoftBank Group Corp. (2025)

• SoftBank Group Corporate Information

• SoftBank Group Corp. (2025)

• Announcing The Stargate Project

• OpenAI (2025-01-21)

• OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites

• OpenAI (2025-09-23)

• Stargate advances with 4.5 GW partnership with Oracle

• OpenAI (2025-07)

• Trump announces AI infrastructure investment backed by Oracle, OpenAI and Softbank

• CNBC (2025-01-21)

• Stargate: Trump announces a $500 billion AI infrastructure investment in the US

• CNN Business (2025-01-21)

• OpenAI’s first data center in $500 billion Stargate project is open in Texas

• CNBC (2025-09-23)

• Scaling Stargate: OpenAI’s Five New U.S. Data Centers Push Toward 10 GW AI Infrastructure

• Data Center Frontier (2025-09)

• OpenAI and Oracle’s $300B Stargate Deal: Building AI’s National-Scale Infrastructure

• Data Center Frontier (2025-09)