SoftBank's Massive Quarterly US Infrastructure Spend

US AI Data Center Insights

SoftBank invested ¥968.9B (~$6.5B) in US power and data centers in a single quarter, with large advance payments and derivative liabilities. Signals aggressive off-balance-sheet financing and reinforces 'capital not a bottleneck' narrative, but raises accounting risk questions.

Sources (5)

Updated Aug 11, 2026

US AI Data Center Insights

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