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Sign InReflecting a major strategic pivot in the global tech landscape, SoftBank CEO Masayoshi Son has shared a highly bullish long-term outlook for Artificial Intelligence. According to reports, Son predicted that AI will account for 20% of global GDP by the year 2040. These comments underscore SoftBank's aggressive investment thesis, which prioritizes AI-centric technologies and infrastructure as the primary driver of future economic value.
Son's visionary stance arrives as tech conglomerates race to define the next era of computing. While SoftBank positions itself at the forefront, its projections are notably more aggressive than those of major investment banks; for instance, Goldman Sachs previously estimated that AI could increase global GDP by 7% over ten years (per research citations). This gap highlights SoftBank's unique risk appetite and its commitment to a future where AI is the central pillar of global productivity.
In the markets, SoftBank's primary listing (9984.T) stood at 6464 JPY at close July 14, 2026, while the SFTBF ticker closed at 37.73 USD on July 13, 2026. Traders should monitor upcoming corporate updates regarding the Vision Fund's capital allocation. Additionally, broader Japanese economic indicators, such as the recently reported Current Account surplus of 3968 billion JPY, remain relevant for assessing the group's domestic financing environment.