Summary
SoftBank Group is rushing to raise roughly $22.5 billion by the end of 2025 to fulfil a funding commitment to OpenAI agreed earlier this year.
The Japanese investor has sold its entire $5.8 billion Nvidia stake, offloaded about $4.8 billion in T-Mobile US shares and is considering margin loans backed by Arm Holdings.
SoftBank has slowed Vision Fund investments and delayed the PayPay IPO into early 2026 as it prioritises capital for OpenAI amid rapidly rising AI infrastructure costs.
The funding push highlights how the scale and cost of next-generation AI development are reshaping capital allocation decisions across the technology sector.
Thoughts on this ? SoftBank Races to Deliver $22.5 Billion of OpenAI Funding as AI Costs Surge
byu/NeitherGas5326 ininvesting
Posted by NeitherGas5326
2 Comments
SoftBank is in too deep lol.
Feel like this is will be a headline in a prelude-to-the-crash montage. But what do I know, I’m just bearish on circular financing after 1929 and 2008.