🔌 AI needs concrete: SoftBank is acquiring US infrastructure investor DigitalBridge for around USD 4 billion. The goal is to secure data centers, fiber, towers, and power for the next wave of AI.
📈 Premarket surge with a premium: DigitalBridge shares jumped as much as 50% in premarket trading. SoftBank is paying USD 16 per share, about a 15% premium to the last close and roughly 50% above the 52-week average.
🏗️ USD 108B under management: DigitalBridge runs global AI backbone infrastructure, from data centers to edge networks—exactly where the bottlenecks of the AI boom are emerging.
♟️ Son thinks vertically: After exiting Nvidia (USD 5.8B) and backing OpenAI, SoftBank is shifting focus from models to compute, power, and connectivity. Son is building the physical foundation for his “Artificial Super Intelligence.”
⏳ A long-term bet: DigitalBridge will remain independent and continue operating under CEO Marc Ganzi. Closing is expected in H2 2026.
Background
Masayoshi Son is known for aggressive investment moves and is now leaning into “patient capital,” long-term infrastructure contracts, and predictable cash flows to secure the physical base for global AI scaling.
Despite jittery markets, the deal shows that strategic M&A can still move stocks—and may prompt other investors to rethink their positioning in the tech sector.
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