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How SoftBank Is Becoming the Global AI Infrastructure Banker
SoftBank shares surged 11% on July 10, 2026, as markets bet that its transformation from a tech investment conglomerate into a dedicated AI infrastructure financier is gaining traction. Hosts Lucas and Luna break down the story behind the rally: SoftBank's $100 billion commitment to AI data centers, its new lending arm focused on GPU-backed loans, and the strategic pivot away from volatile Vision Fund bets toward steady, asset-backed financing. They examine how this shift positions SoftBank as a kind of 'AI infrastructure banker' for the world, funding the physical…
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