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"SoftBank is executing an aggressive strategy to dominate the ASI era, investing $64.6 billion cumulatively in OpenAI while building massive AI infrastructure (15 GW data centers globally) and consolidating semiconductor capabilities through Arm and Ampere. Fiscal 2025 delivered record ¥5.0 trillion net income driven by ¥6.7 trillion OpenAI-related gains."
SoftBank Group is positioning itself to become the world's leading ASI (Artificial Superintelligence) platform provider through massive investments across AI models, semiconductors, infrastructure, and robotics. The company recorded ¥5.0 trillion in net income for fiscal 2025, driven primarily by a ¥6.7 trillion investment gain related to OpenAI, where cumulative investment reached $34.6 billion with fair value of $79.6 billion. NAV increased to ¥40.1 trillion, while LTV improved to 17.0% despite significant capital deployment. Key strategic moves include: consolidating semiconductor assets under a new AI Computing segment (Arm, Ampere acquisition for $6.5 billion); committing to develop 10 GW of power generation and AI data centers in Ohio and 5 GW in France; acquiring ABB's robotics business for $5.4 billion; and committing an additional $30.0 billion follow-on investment in OpenAI. The company aims for NAV of ¥1 quadrillion by 2042. Management maintains extremely bullish conviction on AI, comparing the opportunity to the early internet era, while balancing growth investments with financial discipline through asset monetization and strategic financing.
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