As SoftBank Group prepares to release its quarterly earnings, market observers are focused on one question: is the Japanese technology conglomerate preparing to place its largest bet yet on artificial intelligence? Recent reports suggest CEO Masayoshi Son is in discussions for a monumental investment that would solidify the firm’s “all-in” stance in the global AI race.
A Potential $30 Billion Follow-On Commitment
According to sources familiar with the matter, SoftBank is currently negotiating an additional investment into OpenAI that could reach $30 billion. This capital would form part of a broader funding round potentially worth up to $100 billion for the developer of ChatGPT. Should the transaction proceed, it would value OpenAI at a staggering $830 billion.
This development comes mere weeks after SoftBank’s Vision Fund 2 closed a separate mega-deal in December 2025, investing approximately $41 billion to secure an 11 percent stake in the pioneering AI startup.
Strategic Alignment Beyond Capital
The relationship between the two entities extends far beyond a simple financial partnership. Both are key investors in the “Stargate” initiative, a $500 billion project dedicated to constructing advanced AI data centers. To address the immense power requirements of these facilities, OpenAI and SoftBank each invested $500 million in SoftBank subsidiary SB Energy in January 2026.
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Further demonstrating its commitment to controlling the entire AI value chain, SoftBank bolstered its portfolio in November 2025 through the acquisition of US semiconductor designer Ampere Computing.
Financial Performance and Upcoming Catalyst
The company’s aggressive investment strategy is being supported by robust financial results. For the second fiscal quarter ending September 30, 2025, the Vision Fund reported a profit of about $19 billion—a significant increase from the $4.8 billion earned in the prior quarter. The conglomerate’s overall profit surpassed analyst expectations, reaching 2.5 trillion yen.
All eyes are now on the next critical milestone: SoftBank is scheduled to present its third-quarter results on February 12, 2026. Investors are anticipating not only a performance update following the 4-for-1 stock split executed on January 1, but more importantly, clarity regarding the rumored multi-billion dollar plans involving OpenAI.
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