Analyst Articles
SoftBank Acquires DigitalBridge for $4B to Secure AI Infrastructure Assets
SoftBank has agreed to acquire DigitalBridge in a $4 billion cash transaction, marking a strategic pivot toward AI infrastructure assets. The deal values DigitalBridge at $16.00 per share and reflects premium valuation multiples tied to scarce, power-secured data center capacity. As AI demand accelerates, SoftBank is shifting from software-focused venture investing to owning the physical backbone required to support large-scale computing. The acquisition strengthens SoftBank’s exposure to data centers, fiber, and power-ready land while supporting large AI initiatives such as the Stargate project. The transaction is expected to close in the second half of 2026. [more]
