SoftBank’s AI Infrastructure Holdings Surge with $4B DigitalBridge Addition

SoftBank Group’s artificial intelligence infrastructure holdings are surging with the $4 billion addition of DigitalBridge Group, the companies jointly confirmed. The transaction reflects billionaire Masayoshi Son’s aggressive accumulation strategy to rapidly build the largest portfolio of infrastructure assets supporting AI technologies.
The addition provides SoftBank with surging digital infrastructure holdings, which deliver the computing, storage, and networking capabilities essential for AI systems. Son has been rapidly accumulating artificial intelligence infrastructure assets, viewing speed and scale as critical to dominance. The extraordinary demand for computing resources to power AI applications rewards large, quickly assembled portfolios, and adding DigitalBridge’s substantial holdings creates immediate surge in SoftBank’s capabilities.
DigitalBridge’s added holdings encompass critical digital infrastructure including datacenters, cell tower networks, fiber systems, small-cell infrastructure, and edge computing facilities. The portfolio includes prominent companies such as Vantage Data Centers, Zayo, Switch, and AtlasEdge. The firm’s growth from its 1991 founding as Colony Capital, a real estate investor, to today’s substantial holdings occurred under CEO Marc Ganzi, who led the strategic transformation and the 2021 rebrand to DigitalBridge.
Following the addition to SoftBank, Ganzi will continue leading the surging portfolio as CEO, with DigitalBridge operating as a separately managed platform. The surge in holdings is substantial: DigitalBridge managed roughly $108 billion in assets as of September 30, making it one of the world’s largest dedicated investors in digital infrastructure. This addition dramatically increases SoftBank’s total AI infrastructure holdings.
SoftBank’s surging AI infrastructure portfolio extends beyond DigitalBridge. The company is a principal backer of the Stargate project alongside OpenAI, Oracle, and MGX, a technology investment firm based in Abu Dhabi. This collaborative effort involves multi-billion-dollar investments in large-scale computing infrastructure designed specifically for advanced AI development. The roadmap includes five computing centers in Texas, New Mexico, and Ohio with a total power capacity of approximately 7 gigawatts.