SoftBank's Son says AI will need $5 trillion per year by 2040, dismisses bubble talk

SoftBank CEO Masayoshi Son said AI development will require $5 trillion of investment annually by 2040. He dismissed concerns about an AI bubble as “absurd,” suggesting the buildout is demand-driven rather than speculative. The comments are unlikely to move markets broadly but may reinforce risk-on sentiment toward AI capex narratives.

Analysis

SoftBank CEO Masayoshi Son said AI development will require $5 trillion of investment annually by 2040. He dismissed concerns about an AI bubble as “absurd,” suggesting the buildout is demand-driven rather than speculative. The comments are unlikely to move markets broadly but may reinforce risk-on sentiment toward AI capex narratives.