SoftBank Corp., together with its subsidiaries, provides mobile communications and fixed-line telecommunications and ISP services in Japan. It operates through Consumer, Enterprise, Distribution, Media & EC, Financial, and others segments. The Consumer segment offers mobile services to individual customers; sells mobile devices; provides internet broadband services; trades in and supplies electric power; and offers electric power trading agency services. The Enterprise segment provides mobile services to enterprise customers; fixed-line communications services, such as data communications and fixed-line telephone services; cloud, global, AI/IOT, and other solution services; software-defined connected vehicles solutions; cloud, security operation monitoring, and IoT solutions; Linux/OSS; and authentication and security services. The Distribution segment offers products and services addressing ICT; cloud services, IoT solutions, and other services for enterprise customers; and mobile and PC peripherals, including accessories, as well as software, IoT products, and other items. The Media & EC segment provides media-related services, such as media and advertising, search, marketing solutions, vertical, content, and stamps; commerce-related services, including shopping services; reuse services; food delivery services; O2O services; and AI, healthcare, and other services. The Financial segment offers mobile payments and other electronic payment, online securities brokerage services, and payment processing services. This segment also engages credit card; and banking business. It also engages in the planning and production of digital media and content. The company was formerly known as SoftBank Mobile Corp. and changed its name to SoftBank Corp. in May 2015. SoftBank Corp. was incorporated in 1986 and is headquartered in Minato, Japan.
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Artificial Intelligence
OpenAI data center chief exits as four executives leave ahead of 2027 IPO
OpenAI's head of data centers, Chris Malone, departed the company last week, becoming the fourth senior executive to leave ahead of the company's planned 2027 listing, the Wall Street Journal reported. Malone joined OpenAI in March 2025, shortly after the company unveiled Stargate, a joint venture with Oracle and SoftBank to build AI data-center capacity at scale. His exit follows the departures of Chief Revenue Officer Denise Dresser, Chief Operating Officer Brad Lightcap, and Fidji Simo, who served as second-in-command to CEO Sam Altman. Oracle, a core partner in the Stargate venture, saw its shares edge lower Tuesday on the news. OpenAI has raised its projected spending on computing power to $750 billion through 2030, up from an earlier estimate of roughly $600 billion, and this month signed a 10-gigawatt data-center lease in Ohio with SoftBank's SB Energy, with Nvidia agreeing to provide a guarantee of up to $105 billion to support that lease.
Seven & i raises 300 billion yen from SoftBank and others
Seven & i Holdings has accepted investments of 100 billion yen each from SoftBank, PayPay, and Sumitomo Mitsui Card, totaling 300 billion yen. The aim is to accelerate convenience store reforms by bringing in outside capital, integrating the group's common ID "7iD" into "PayPay ID," and expanding the points-based economic sphere while promoting the use of AI and robot technology. Its domestic convenience store business has lagged FamilyMart and Lawson in growth, and through this partnership the company aims to create a "future-style convenience store."
Nvidia Commits Up to $105 Billion to OpenAI Data Center Campus
Nvidia has agreed to spend as much as $105 billion supporting a data center campus in Pike County, Ohio, that OpenAI will lease. The commitment covers the initial 4.25-gigawatt portion, with Nvidia able to take on further obligations for a second 3.75-gigawatt phase. Backing begins in phases from 2028 to 2030 and runs 20 years. OpenAI has contracted for up to roughly 8 gigawatts, with the first 800 megawatts due online by 2028, and says it starts paying only as capacity becomes available. Nvidia CEO Jensen Huang addressed the structure directly in a blog post, writing that OpenAI will pay the lease and that Nvidia secures inputs where it has visibility into demand, responding to concerns about circular financing. Nvidia is separately investing $1.5 billion in SB Energy, the SoftBank-backed developer building and operating the site, and combined OpenAI purchases could reach $600 billion of Nvidia revenue through 2030.
PayPay forms capital alliance with Seven & i to link digital payments and store shopping
PayPay announced a capital alliance with Seven & i Holdings, SEVEN-ELEVEN JAPAN, SoftBank, and LY Corporation to integrate digital payment and physical retail experiences in Japan. The partnership aims to combine PayPay's payment platform and 75 million users with Seven & i's roughly 22,000 SEVEN-ELEVEN stores and customer data to build personalized shopping and digital financial services. The alliance is described as a long-term growth initiative for all partners and a material development for PayPay shareholders.
SoftBank Q1 net profit rises 3.3% to 150 billion yen, full-year forecast unchanged
SoftBank, the domestic telecom subsidiary of SoftBank Group, reported a consolidated net profit of 150 billion yen for the first quarter of the fiscal year ending March 2027, up 3.3% from the same period a year earlier. The company left its full-year consolidated net profit forecast unchanged at 560 billion yen. The consensus estimate of 13 analysts polled by IBES was 567.6 billion yen.
Seven & i to Conduct Third-Party Allotment of Around 300 Billion Yen to SoftBank-SMBC Group
Seven & i Holdings has announced it will dispose of treasury shares to SoftBank, PayPay, and Sumitomo Mitsui Card Corporation as allottees. The total amount will be around 300 billion yen. A notification has been filed with the Kanto Local Finance Bureau.
NTT Docomo and SoftBank Restore Communications After Kumamoto Earthquake
NTT Docomo and SoftBank announced on the 30th that communication disruptions caused by the earthquake in Kumamoto Prefecture have been restored. In addition to repairing faults in the transmission lines to base stations, normal voice and data communications are now available via the Starlink satellite network and other means.
Mobile Service Disruptions Continue After Kumamoto Earthquake; Convenience Stores and Gas Stations Temporarily Closed
Mobile phone service disruptions and temporary closures of convenience stores and gas stations continued on the 29th following the earthquake that registered a maximum seismic intensity of 7 in Kumamoto Prefecture. NTT Docomo, KDDI, SoftBank, and Rakuten Mobile reported that calls and data services remain unavailable in parts of the prefecture due to power outages at base stations and transmission line failures, with no timeline for restoration. Major convenience store operators Seven-Eleven Japan, Lawson, and FamilyMart have temporarily closed a total of over 100 stores in the prefecture due to power outages and worsening road conditions, and are rushing to resume operations while providing relief supplies to disaster victims. According to the Ministry of Economy, Trade and Industry, 18 gas stations in the affected areas had suspended operations as of 1 p.m. on the 29th, with another 101 stations under status confirmation, impacted by the suspension of shipments from two oil terminals in Yatsushiro City. Japan Post has halted all counter services and Yu-Pack parcel handling in the prefecture, and Nippon Express has also suspended cargo acceptance and collection and delivery across wide areas of the prefecture.
SoftBank nears $625 million acquisition of payments firm SP.LINKS from Blackstone
SoftBank is nearing a deal to acquire Japanese payments services provider SP.LINKS after emerging as the preferred bidder in an auction valuing the company at about ¥100 billion, or $625 million. Under the proposed transaction, Blackstone will sell its 80% stake in SP.LINKS, while Sony Financial Group's banking unit will divest its remaining 20% holding, making SP.LINKS a wholly owned subsidiary of SoftBank. The sale process attracted multiple bidders, with SoftBank's telecom unit advancing to the final round alongside a private equity fund. Blackstone had bought its 80% stake in January 2024, when the company was known as Sony Payment Services, and a sale at about ¥100 billion would roughly double the company's value in just over two years. The financial terms have not been finalized and remain subject to change.
Seven & i and PayPay to integrate customer IDs, creating a massive points ecosystem with over 100 million registered users
Seven & i Holdings and PayPay are considering integrating their customer IDs. The plan is to merge Seven & i's 7iD into PayPay ID, combining approximately 39 million 7iD registrants with over 74 million PayPay users to create a massive points ecosystem with more than 100 million registered users. PayPay, a subsidiary of SoftBank Group, is working with the group's telecom giant SoftBank and is considering investing several hundred billion yen in Seven & i, with an announcement planned as early as July. The timing of the integration has not been decided and will be adjusted going forward.
OpenAI plans $30 billion data center mega-project in Georgia
OpenAI is planning a massive data center complex in Effingham County, Georgia, near Savannah, with total costs expected to exceed $30 billion at full capacity. The company has secured 3.2 gigawatts of power from Georgia Power and committed $20 billion locally to secure incentives. Initial capacity is slated to come online in 2028, with full expansion running through 2032. OpenAI is leading the facility's design directly, moving away from exclusive reliance on cloud partners like Microsoft, Oracle, and SoftBank, and plans to open-source the blueprints as standard reference models. The project is part of Sam Altman's broader Stargate infrastructure initiative, though OpenAI recently pulled back from sites in the UK, Norway, and Texas to streamline capital into massive, high-yield hubs ahead of an expected IPO.
Nvidia Partners with FANUC, Yaskawa, Kawasaki, and Fujitsu to Develop AI for Robots in Japan
Nvidia is collaborating with leading Japanese robotics companies FANUC, Yaskawa Electric, and Kawasaki Heavy Industries, along with Fujitsu, to develop AI solutions for robots and industrial systems using Nvidia platforms such as Cosmos, Isaac, Metropolis, and Jetson. Additionally, other companies like Hitachi, Kubota, NEC, Sony, and SoftBank Corp. are set to join the NVIDIA Cosmos Coalition to develop real-world AI models. Meanwhile, Noetra, backed by the Japanese government with Sony as an investor, plans to purchase 27,500 NVIDIA Rubin GPUs to build physical AI infrastructure, with construction expected to start in April 2027 and operations to begin in 2028. Analysts view this partnership as a positive factor reflecting Nvidia's market expansion from AI data centers to physical AI and robotics. While it may not significantly impact short-term revenue, it creates a new long-term AI market.
Japan's Robotics Leaders Join NVIDIA Cosmos Coalition to Build Physical AI
NVIDIA announced that Japan's physical AI leaders are building on its Cosmos, Isaac, Metropolis and Jetson platforms to accelerate intelligent machines across manufacturing, mobility, infrastructure and robotics. The company introduced Cosmos 3 Edge, a 4-billion-parameter model for on-device vision reasoning and robot policy deployment on Jetson Thor platforms, and new Metropolis libraries for agentic vision AI development. Japan's physical AI ecosystem leaders including AIRoA, FANUC, Fujitsu, Hitachi, Kawasaki Heavy Industries, Kubota, NEC, SoftBank Corp., Sony Group Corporation and Yaskawa Electric intend to join the NVIDIA Cosmos Coalition to help build open frontier physical AI models. Fujitsu is exploring a collaborative control platform for physical AI with FANUC, Yaskawa Electric and Kawasaki Heavy Industries integrating NVIDIA technologies, while other Japanese manufacturers and physical AI leaders such as Enactic, Honda R&D, GROOVE X, Mitsui & Co, OMRON, Shimizu Corporation and Telexistence are building on NVIDIA's physical AI stack.
Japanese Enterprises and Startups Build Industry-Specialized AI Using NVIDIA Nemotron Open Models
NVIDIA announced that leading Japanese enterprises, startups, and research institutions are building industry-specialized AI models and applications with NVIDIA Nemotron open models, data, and libraries. The Institute of Science Tokyo developed its Swallow family of open foundation models using NVIDIA Nemotron datasets and the NVIDIA NeMo software stack, enhancing Japanese language and reasoning performance. SoftBank Corp.'s SB Intuitions trained its Sarashina series of generative AI models using NVIDIA Nemotron, with Sarashina3 mini selected by Japan's Digital Agency for specialized use cases. Stockmark released a specialized Japanese-language document-understanding model based on the NVIDIA Nemotron 3 Nano Omni model. Japanese enterprises including avatarin, ENEOS Holdings, Hitachi, and NTT DATA are building Japanese-language AI applications with NVIDIA Nemotron for remote-presence robotics, enterprise agents, and specialized medical and contact centers. Sakana AI is integrating NVIDIA Nemotron into its Fugu model-routing platform to dynamically select the best model for each task in agentic AI workflows.
Nvidia touts AI collaboration with Japanese firms as CEO Huang visits Japan
US semiconductor giant Nvidia issued a statement on the 16th, coinciding with CEO Jensen Huang's visit to Japan, highlighting that Japanese companies, startups, and research institutions are using its open models and other technologies to build AI models and applications, accelerating development tailored to Japan's language and industries. The statement cited examples of SoftBank subsidiaries, Hitachi, NTT Data, and AI venture Sakana AI leveraging Nvidia's technology. Additionally, Vice President Deepu Talla said on the 15th that the partnership with Toyota Motor is expanding, extending collaboration from the automotive field into robotics and smart cities, and explained that at Toyota's Woven City test site, an AI-driven urban mobility system and intelligent transportation system are being developed using Nvidia's platform. Talla noted that Japan has the industrial base, developer ecosystem, and strong appetite for AI to lead the world in this field, and said Nvidia has been collaborating across all industries and sectors to help Japanese companies build their own 'Japan AI,' revealing that specific announcements are planned for this week.
Seven & i Holdings is considering selling a sizable stake to SoftBank and PayPay, a move that could end its standalone strategy and bring new technology, payments and customer reach into the business. The retailer may issue several hundred billion yen in new shares, according to Bloomberg. SoftBank, PayPay and Sumitomo Mitsui are reportedly aiming to reach an agreement this summer, although talks remain fluid and could still fall apart. The partnership could connect Seven & i with PayPay rewards and SoftBank's mobile customer base, potentially lifting store visits and spending, while also supporting automation, AI-driven logistics and lower operating costs. However, new shares would dilute earnings per share and return on equity unless the partnership generates enough growth to offset the impact.
SoftBank and PayPay to Invest Several Trillion Yen in Seven & i
It has come to light that SoftBank and PayPay are considering an investment in Seven & i Holdings. The investment amount is expected to be on the scale of several trillion yen, aiming to expand their points-based economic ecosystem through a capital partnership with the largest convenience store operator.
Japan's five mobile carriers delay launch of 060 numbers
NTT Docomo, KDDI, SoftBank and two other mobile carriers announced on the 8th that they are postponing the introduction of phone numbers starting with 060. The launch had been planned for July or later, but system adaptations such as on-device display are taking longer than expected. The Ministry of Internal Affairs and Communications is urging the carriers to start the service within this fiscal year. As the number of mobile users grows, the existing 090, 080 and 070 number ranges are running low. To prepare for number exhaustion, the ministry revised regulations in December 2024 to make the 060 prefix available.
SoftBank's Son Rejects Musk's Space Data Center Push
SoftBank Group founder Masayoshi Son has pushed back against Elon Musk's idea of building data centers in space, arguing that the AI race could be won by companies that secure massive computing power on Earth first. Speaking at SoftBank Corp.'s annual shareholder meeting on Tuesday, Son said orbital data centers may help reduce electricity costs, but power remains only a small part of total data center expenses compared with hardware such as chips. He noted that any potential power savings could be offset by the high cost of transporting equipment into space, maintenance demands and communication delays. While describing Musk as a remarkable agent of change, Son said SoftBank would focus on building formidable data center capacity on Earth, adding that he who strikes first wins as the next few years may matter far more than what could happen a decade from now. The comments come as SoftBank has committed about $65 billion to OpenAI and pledged to direct hundreds of billions of dollars into data centers and related infrastructure worldwide.