SoftBank Founder Masayoshi Son Predicts $5 Trillion Annual Investment in AI Infrastructure
Masayoshi Son, founder of SoftBank Group, stated that by 2040, global investments in artificial intelligence infrastructure will require $5 trillion annually for data centers, power supply, and humanoid robot expansion, driving a transformation towards a human-centered work model.
He pointed out that as artificial intelligence evolves into artificial superintelligence (ASI), the enormous revenues generated will justify the expenditures, emphasizing that AI will fundamentally change lives and bring profits.
In market mechanisms, tech giants and infrastructure providers will dominate the deployment of massive capital, while the energy and robotics supply chains will benefit from sustained demand. Funds will concentrate from traditional industries towards the AI full-stack ecosystem, while early investors will face transformation risks as they monetize ASI applications.
Source: Public Information
ABAB AI Insight
Since the 2010s, Masayoshi Son has heavily invested in AI infrastructure such as Arm and has repeatedly predicted that ASI will surpass human intelligence by a factor of ten thousand. This 2040 investment outlook continues his long-term strategy of betting on superintelligence.
In terms of capital pathways, SoftBank mobilizes global funds through vehicles like the Vision Fund to invest in chips, data centers, and robots, motivated by the desire to seize platform dominance in the ASI era and achieve exponential returns through a hardware and application closed loop.
Similar to historical cases of capital concentration during the explosive periods of electricity and internet infrastructure, the current AI industry is in an expansion phase from model training to physical world deployment. Son's views highlight humanoid robots and energy as key bottlenecks for the next phase.
Essentially, this involves capital concentration, where massive annual investments will reconstruct global resource allocation through expected ASI revenues. Mechanically, the productivity leap brought by superintelligence will accelerate the permanent shift of traditional industry capital towards AI infrastructure and application layers.
ABAB News · Cognitive Laws
In the era of superintelligence, infrastructure investment is not a cost, but a leverage multiplier.
Changing lives and being profitable is the true endpoint of a technological revolution.
Capital chases exponential intelligence, not marginal improvements.