SoftBank completes $40 billion OpenAI investment
2025-12-30_20-13 • 1m 43s
Mackenzie Sigalos (Technology Reporter)
00:00.400
Hey
Brian.
So
SoftBank
cutting
a
$22.5
billion
dollar
check
to
OpenAI
to
round
out
that
$40
billion
dollar
commitment.
Now,
to
break
down
that
math,
SoftBank
funded
30
billion
of
the
total
round.
The
balance
came
from
a
batch
of
co-investors.
The
result,
SoftBank
now
owns
more
Mackenzie Sigalos (Technology Reporter)
00:16.600
than
10%
of
OpenAI
at
a
$260
billion
dollar
pre-money
valuation.
The
startup
nearly
value
are
doubling
in
value
since
then.
Arguably,
the
bigger
hurdle
was
more
than
a
year
at
the
negotiating
table
with
Microsoft
soft,
hashing
out
new
commercial
terms,
equity,
and
restructuring
Mackenzie Sigalos (Technology Reporter)
00:33.560
OpenAI
into
a
public
benefit
corporation
to
qualify
for
that
final
tranche
of
funding
from
SoftBank.
Now,
as
for
where
this
latest
influx
of
capital
is
going,
some
is
earmarked
for
Stargate,
the
AI
infrastructure
joint
venture
between
OpenAI,
Oracle,
and
SoftBank.
That
is
one
Mackenzie Sigalos (Technology Reporter)
00:49.480
piece
of
a
much
larger
build
out.
OpenAI,
of
course,
has
committed
more
than
$1.4
trillion
in
infrastructure
spending
over
the
next
several
years,
striking
deals
with
Nvidia,
AMD,
and
Broadcom
.com.
Oracle
shares
up
one
in
change
today
on
that
news.
And
one
last
point
here,
Mackenzie Sigalos (Technology Reporter)
01:04.840
Brian.
What's
especially
notable
is
how
SoftBank
repositioned
its
entire
portfolio
to
make
this
happen.
Last
month,
it
liquidated
its
entire
Nvidia
stake.
We
are
talking
nearly
$6
billion
dollars
with
sources
telling
CNBC
that
sale
would
specifically
help
fund
this
very
Mackenzie Sigalos (Technology Reporter)
01:21.400
investment.
And
it
was
only
just
yesterday
that
SoftBank
agreed
to
pay
$4
billion
dollars
for
Data
Center
Firm
Digital
Bridge
to
deepen
its
infrastructure
push.
So,
rather
than
treating
NVIDIA
as
its
AI
proxy,
SoftBank
is
putting
the
bet
directly
on
OpenAI
as
the
company
lays
Mackenzie Sigalos (Technology Reporter)
01:36.680
the
groundwork
for
an
IPO,
a
very
concentrated
wager
that
Sam
Altman
shop
will
be
the
ultimate
winner
here.
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