SoftBank Stock Hits ¥6,423 as Masayoshi Son Predicts AI Will Need $5 Trillion a Year by 2040
Key Points
SoftBank stock climbed to ¥6,423 on July 14, 2026, after Masayoshi Son's bold AI forecast.
Son predicts AI will require $5 trillion in annual investment by 2040.
AI infrastructure demand is expected to boost chips, data centers, and cloud computing.
Investors are watching SoftBank's AI strategy, Arm Holdings, and OpenAI exposure for future growth.
On July 14, 2026, SoftBank Group shares rose to ¥6,423 after CEO Masayoshi Son shared an ambitious forecast for artificial intelligence. He said global AI development could require $5 trillion in annual investment by 2040, driven by rising demand for data centers, semiconductor manufacturing, and computing capacity. His comments renewed investor interest in SoftBank’s long-term AI strategy and sparked fresh discussion about where the company’s next phase of growth could come from.
Why did SoftBank stock reach ¥6,423 Today?
What Drove the Market Reaction?
SoftBank shares gained ground on July 14, 2026, after Masayoshi Son outlined his long-term vision for artificial intelligence. He believes annual AI investment could eventually reach $5 trillion by 2040, far beyond current spending levels. That forecast strengthened investor confidence in SoftBank, which has spent years building a portfolio centered on AI technologies.
Reuters reported that Son rejected the idea that AI is in a bubble, saying the industry is still at an early stage of development. Investors also responded positively to SoftBank’s exposure to Arm Holdings and OpenAI, two businesses widely expected to benefit as AI adoption expands.
Masayoshi Son’s $5 Trillion AI Prediction
Why Does Son Expect AI Spending to Reach $5 Trillion?
Masayoshi Son expects artificial intelligence to become one of the largest industries in the global economy over the next two decades. Speaking on July 14, 2026, he estimated that annual AI investment could climb to $5 trillion by 2040. He also said AI could eventually account for around 20% of global GDP.
In Son’s view, the current investment cycle is only the beginning. He believes AI still has significant room to grow before reaching full-scale adoption.
What Infrastructure Will AI Need?
Reaching that level of AI investment will require massive infrastructure expansion. Son pointed to advanced semiconductor fabrication plants, hyperscale data centers, faster communication networks, and much larger power supplies as essential pieces of the industry.
He estimated AI systems could consume roughly 3 terawatts of electricity by 2040, increasing the need for new energy technologies, including nuclear fusion. If demand develops as expected, spending on AI chips, cloud services, networking equipment, and supporting infrastructure is likely to keep rising.
What Does This Mean for SoftBank’s AI Investment Strategy?
How Is SoftBank Positioned?
SoftBank has spent years investing in companies tied to artificial intelligence. Its portfolio includes Arm Holdings, investments connected to OpenAI, and a wide range of AI startups backed through the Vision Fund.
The company continues to invest in next-generation computing infrastructure while expanding its presence across different parts of the AI supply chain. That gives SoftBank exposure to both software and hardware as AI adoption grows.
Stock Outlook, Technical Analysis, and Expert Views
According to Meyka, SoftBank remains a stock worth watching because AI-related developments continue to support long-term sentiment. The platform’s latest outlook suggests technical momentum has improved, although short-term volatility is still likely around earnings announcements and major AI news.
Its AI stock analysis tool points to a constructive long-term trend while cautioning that price swings may continue over the near term.
Other analysts share a similar view. They see Arm Holdings, OpenAI exposure, and rising AI infrastructure spending as positive factors for SoftBank. At the same time, many continue to monitor capital expenditure, debt levels, and execution risks as the company pursues its long-term strategy.
What Investors Should Watch Next?
Investors will be watching several developments over the coming months, including:
- SoftBank’s upcoming quarterly earnings.
- Updates on OpenAI partnerships and financing.
- New AI infrastructure investment announcements.
- Arm Holdings’ operating performance.
- Global demand for AI chips and cloud computing.
Technology sector sentiment will also influence SoftBank shares. Reuters noted that AI-related stocks remain volatile as investors weigh strong long-term growth expectations against concerns about valuations and future returns. Those factors are likely to influence SoftBank’s share price through the rest of 2026.
Conclusion
SoftBank’s rise to ¥6,423 shows that investors continue to respond positively to Masayoshi Son’s long-term AI strategy. If AI investment moves toward the levels he expects, the company could benefit through its positions in Arm, OpenAI, and AI infrastructure. Even so, investors should keep an eye on execution, financing needs, and market volatility before making investment decisions.
Disclaimer:
The content shared by Meyka AI PTY LTD is for research and informational purposes only. Meyka is not a financial advisory service, and the information provided should not be treated as investment or trading advice.
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