SoftBank Transfers $40 Billion to OpenAI – Secures 11% Stake

TL;DR

SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation.

Key Points

  • SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation
  • Stargate compute is now running hot
  • In parallel: OpenAI's Greg Brockman put $25M into Trump's Super PAC
  • Top 5 hyperscalers are expected to pump $602 billion into AI infrastructure in 2026 – 36% more than 2025, ~75% for AI data centers

Summary

SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation. Stargate compute is now running hot. In parallel: OpenAI's Greg Brockman put $25M into Trump's Super PAC. Top 5 hyperscalers are expected to pump $602 billion into AI infrastructure in 2026 – 36% more than 2025, ~75% for AI data centers.

Nauti's Take

$40 billion in one deal – that's not an investment anymore, that's a bet on the future of humanity. SoftBank's Masayoshi Son was wrong about WeWork, but right about Alibaba. About OpenAI? Time will tell. The $602 billion AI infrastructure from hyperscalers is definitely no longer hype – that's infrastructure-as-reality.

Frequently Asked

What is SoftBank Transfers $40 Billion to OpenAI – Secures 11% Stake?

SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation.

Why does this matter?

SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation

What are the key takeaways?

SoftBank transferred the complete $40 billion bet to OpenAI – about 11% stake at $260B pre-money valuation. Stargate compute is now running hot. In parallel: OpenAI's Greg Brockman put $25M into Trump's Super PAC

Sources

CNBCJan 1
Read article

SoftBank OpenAI Investment