Movement Alert｜SoftBank Group Rises 3.09% in Pre-Market Trading, Masayoshi Son Boldly Refutes AI Bubble Theory and Predicts $5 Trillion Annual AI Investment by 2040

On July 15, SoftBank Group rose 3.09% in pre-market trading, trading at $19.74/share, with turnover of $535,000.

On the news front, SoftBank founder Masayoshi Son delivered a major keynote at the annual SoftBank World conference on July 14, projecting that AI-generated revenue will account for 20% of global GDP by 2040, requiring approximately $5 trillion in annual investment, with data center power demand reaching 3 terawatts. He dismissed the AI bubble narrative as utterly absurd, stating that those raising such concerns fundamentally do not understand AI.

Son presented detailed long-term industry estimates, forecasting annual AI industry revenue of $46 trillion and corresponding profits of approximately $23 trillion by 2040, arguing that massive returns will far exceed infrastructure spending and validate the rationale for large-scale capital expenditure. He also championed nuclear fusion as the primary energy solution for AI data centers within 15 years. SoftBank has invested tens of billions into data centers, robotics, and OpenAI, with cumulative OpenAI investment expected to exceed $60 billion before year-end.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)