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SoftBank's Son Predicts AI Will Demand $5 Trillion in Annual Investment by 2040, Dismisses Bubble Fears

  • Infra & Chips
  • Funding & M&A
  • Robotics

SoftBank Group Chairman and CEO Masayoshi Son told a Tokyo audience that building out artificial intelligence will require roughly $5 trillion in annual investment by 2040, brushing aside mounting concerns that the sector is a speculative bubble. Speaking at the company's annual SoftBank World conference on July 14, 2026, Son framed skepticism about AI spending as "absurd," comparing it to doubting the future of cars or airplanes.

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