SoftBank posts first positive earnings in 4 years. Click to read more about key risks, $40B OpenAI investment, ARM's high valuation, and Vision Funds' poor performance.

Japanese tech giant SoftBank Group reported its first profit in four years, amassing gains through strategic investments amid global economic uncertainties. The company remains focused on AI, acquiring Ampere and planning aggressive ventures with AI firms like Glean.

OpenAI and SoftBank's plans to invest $100 billion in artificial intelligence infrastructure in the U.S. have slowed

SoftBank Group revealed on May 8, 2025, that it is developing next-generation high-efficiency memory specifically designed for AI data centers. Rather than producing the chips in-house, the company will focus on an intellectual property (IP) licensing model.

SoftBank’s $100 billion AI project with OpenAI has stalled due to US tariffs and economic uncertainty. Investors are holding back as building data centers is getting more expensive, and cheaper AI models enter the market. Open AI’s internal issues and slower data center growth from Microsoft and Amazon have hurt investor confidence.

SoftBank's $100B AI investment in the U.S. faces delays due to Trump's tariffs, rising costs, and economic uncertainty.

SoftBank Group and OpenAI in January announced a plan to invest up to half a trillion dollars in AI infrastructure in the U.S., together with other partners such as Oracle and Abu Dhabi-based MGX.