Browsing Tag
SoftBank Group Corp.
8 posts
SB Energy heads for IPO with $439bn backlog and Nvidia committing $3bn
SoftBank-backed SB Energy has filed for a Nasdaq IPO with about $439 billion of contracted backlog and 8.8 GW of data-centre capacity contracted or under construction. Yet none of its data centres is operating today, first-half revenue was only $138.7 million and the company reported a $3.21 billion net loss distorted heavily by OpenAI warrant revaluation. The listing will test how much public investors are prepared to pay today for AI infrastructure cash flows stretching decades into the future.
AEP’s $4.2bn Ohio transmission opportunity moves closer as OpenAI locks in massive AI load
OpenAI’s 20-year Ohio lease strengthens the commercial case behind AEP’s planned $4.2 billion transmission build as AI electricity demand reshapes utility investment.
SoftBank launches OpenAI cybersecurity service as AI defence race shifts to Japan
Find out how SoftBank’s OpenAI-powered cybersecurity service could reshape Japan’s critical infrastructure defence and AI strategy.
Why Nvidia’s $30bn OpenAI investment matters more than the abandoned $100bn plan
Discover how Nvidia is reshaping its investment in OpenAI and what the new $30B funding pivot means for the AI sector.
Why Symbotic’s 10m share public offering is reshaping investor sentiment in warehouse automation stocks
Find out how Symbotic’s 10 million share primary and secondary stock offering is reshaping investor sentiment and valuation in the warehouse automation market.
Can SoftBank’s $2bn stake give Intel the credibility boost it needs in the AI chip wars?
SoftBank’s $2B Intel stake raises a big question: is it enough to restore credibility in the AI chip wars against NVIDIA and TSMC?
SoftBank’s $2B Intel bet: Is this the signal that U.S. semiconductor capital is entering a new cycle?
SoftBank is investing $2B in Intel at $23 per share. Explore what this means for U.S. semiconductor leadership, AI hardware strategy, and investor sentiment.
Swiggy IPO filing set to shake up Indian market with $1bn target
Softbank-backed Indian food delivery giant Swiggy is reportedly poised to make waves in the stock market as it…