The Frontier Leaders · AI Infra 100 · SoftBank Group

SoftBank Group

Tokyo, Tokyo, Japan · AI Core · Data center build & operate / Hyperscale developers · group.softbank

Through its Stargate and SB Energy initiatives, SoftBank is funding and developing large AI data center sites and a U.S. 10-gigawatt infrastructure buildout.

AI Infra 100 · rank 88 · score 85 →Humanoids · watchlist · score 51Edition: November 2026

Positioning

The holding company behind Arm, a Stargate founding partner with OpenAI and Oracle, developer of Stargate campuses through SB Energy, and acquirer of DigitalBridge (Vantage's sponsor); the single largest private financier of the OpenAI buildout.

Latest signals

  • KDDI, NTT DOCOMO, and SoftBank commercialized Starlink international satellite roaming in Japan.ZDNet Korea
  • SoftBank is targeting a US$50 billion AI investment in Malaysia.Tech in Asia
  • SoftBank Group is considering acquiring Allied Universal at a potential valuation of approximately $18 billion.36Kr newsflashes
  • PJM plans to study SoftBank’s Flagship AI project in Ohio under a state-agreement approach.Utility Dive
  • SoftBank’s Flagship project includes roughly 10 GW of data-center load and 10.2 GW of gas-fired generation.Utility Dive

109 signals name SoftBank Group. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Acquire Robotics and AI Institute pending CFIUS reviewOwnership change · www.therobotreport.com — 2026-09-18
  • 100-500mRevenue band · rsshub.bkraju.com — 2026-09-18
  • Agreement to acquire Robotics and AI Institute, pending CFIUS reviewOwnership change · www.therobotreport.com — 2026-09-18
  • Arm-pledged margin loan increased to expand AI betsFunding round · rsshub.bkraju.com — 2026-09-18

63 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials6
Progress10
Technology6
Positioning8
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Hyperscale developers

57Aligned Data Centers · 89

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does SoftBank Group do?

Through its Stargate and SB Energy initiatives, SoftBank is funding and developing large AI data center sites and a U.S. 10-gigawatt infrastructure buildout. The holding company behind Arm, a Stargate founding partner with OpenAI and Oracle, developer of Stargate campuses through SB Energy, and acquirer of DigitalBridge (Vantage's sponsor); the single largest private financier of the OpenAI buildout.

Where does SoftBank Group rank in ai core?

SoftBank Group ranks 88 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Hyperscale developers (Data center build & operate). Assessment by Frontier Tech Intelligence.

Who are SoftBank Group's peers in Hyperscale developers?

Aligned Data Centers (rank 57).

Where is SoftBank Group based and when was it founded?

SoftBank Group is based in Tokyo, Tokyo, Japan.

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