SoftBank's $4B AI Gamble: The DigitalBridge Verdict

Japan's SoftBank recently committed $4 billion to acquire DigitalBridge (DBRG) in an all-cash deal.

This move marks a pivot toward Masayoshi Son's vision of Artificial Super Intelligence (ASI). For investors, the question remains: is the $16-per-share price a ceiling or a launchpad?

Geopolitics and the race for AI sovereignty

AI infrastructure has transitioned from a corporate luxury to a national security asset. The United States and Asia are currently locked in a race for AI dominance.

DigitalBridge controls the physical layer of this race data centers and fiber networks.
SoftBank’s acquisition secures a geostrategy foothold in Western and Asian digital assets.

The deal integrates DigitalBridge into global AI infrastructure initiatives, with the aim to build hyperscale computing sites to ensure Western AI sovereignty.

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