SoftBank Boosts OpenAI Stake to 11% with $22.5B Tranche, Plans $4B DigitalBridge Buy
SoftBank has completed the second $22.5 billion tranche of its $41 billion commitment to OpenAI, raising its stake to approximately 11% alongside $11 billion from co-investors. It also agreed to acquire US data centre investor DigitalBridge for about $4 billion to expand its AI infrastructure.
1. SoftBank Raises OpenAI Stake to 11%
SoftBank Group announced completion of the second tranche of its investment in OpenAI, bringing its total commitment to $41 billion and its equity stake to approximately 11%. The second stage involved a $22.5 billion injection, following an initial syndicated capital commitment earlier this year. Of the $41 billion total, $30 billion was funded directly by SoftBank’s Vision Fund and $11 billion came from third-party co-investors. Founder Masayoshi Son emphasized alignment with OpenAI’s goal of advancing artificial general intelligence responsibly, while OpenAI CEO Sam Altman highlighted SoftBank’s global scale as a catalyst for accelerating next-generation AI development. Both companies are also leading the $500 billion Stargate infrastructure initiative alongside Oracle, aimed at building AI compute capacity in the U.S.
2. SoftBank Acquires DigitalBridge for $4 Billion
In a strategic move to bolster its AI infrastructure ambitions, SoftBank agreed to acquire DigitalBridge, a U.S. data-center investor, for roughly $4 billion. The deal underscores SoftBank’s push into ‘physical AI’ by securing more compute, connectivity and power assets essential for large-scale model training. DigitalBridge will remain a separately managed platform under CEO Marc Ganzi, with the transaction expected to close in the second half of 2026, subject to regulatory approvals. This acquisition follows SoftBank’s recent sale of nearly $6 billion in NVIDIA shares—a divestiture aimed at reallocating capital toward its OpenAI commitment and other AI investments—and precedes the planned final tranche of its $30 billion OpenAI investment by year end.