BREAKING
SoftBank Lifts OpenAI Stake to $64.6B
0
B
Cumulative stake
0
%
OpenAI ownership
0
B
OpenAI valuation
$30B Follow-On in Three Tranches
1
April $10B done
↓
2
July $10B
↓
3
October $10B
0
B
FY26 gain
0
T
NAV target ~10yr
Promise vs Concern
The Promise
Bull
●
ASI-centered strategy
●
Physical AI: chips, power, data centers
●
€75B France data center by 2031
The Concern
Bear
●
Heavy OpenAI concentration
●
Mostly unrealized gains
●
IPO and liquidity risk
Watch July and October Tranches
AI NEWS BLITZ
SoftBank Group has raised its total OpenAI investment to sixty-four point six billion dollars.