史上最大AI单注 据悉，软银已于上周支付了最后一批投资款项，金额在220亿至225亿美元之间。 此前，软银牵头筹集了100亿美元，并向这家ChatGPT制造商直接投资了80亿美元。 此次注资使软银将持有OpenAI股份超过10%。 眼下，OpenAI估值已跃至5000亿，市场甚至已经传闻下一轮冲8300亿。 早在今年3月，市场就曾传出软银以260亿美元投前估值敲定对这家AI初创公司的400亿美元投资。 清仓英伟达、梭哈OpenAI，孙正义正孤注一掷押注AI。 据市场最新消息，日本巨头软银已完成对OpenAI总额400亿美元（（约2806.64亿元人民币）投资承诺。 这意味着软银对OpenAI的持股比例将超10%，成为仅次于微软的第二大外部股东。 至此，一场关乎AI时代话语权的豪赌已进入高潮。 长期以来，软银持续重注科技与人工智能领域。 除了加码OpenAI，软银还斥资40亿美元吞下了数字基建巨头DigitalBridge，以强化AI布局。 自此，软银逐渐完成从芯片设计（Arm）、核心应用（OpenAI等）到算力基础设施的AI产业链垂直整 合。 当时有报道称，资金将在12至24个月内分批到位，部分款项计划用于支 ...

昨夜今晨 【2026年"国补"来了！汽车定额补贴调整为按车价比例补贴】 大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》12月30日对 外发布，明确2026年"两新"政策的支持范围、补贴标准和工作要求。 一是优化支持范围。设备更新在总体延续的基础上，增加老旧小区加装电梯、养老机构、消防救援、检验检 测、线下消费商业设施等领域，更好满足民生和安全需要。 二是优化补贴标准。设备更新方面，将住宅老旧电梯更新由定额补贴调整为按电梯层（站）数分档差异化补 贴；消费品以旧换新方面，在保持汽车补贴上限不变的基础上，将定额补贴调整为按车价比例进行补贴。 三是优化实施机制。设备更新方面，优化项目申报机制和审核流程，进一步降低申报项目的投资额门槛，加大 对中小企业的支持力度，扩大政策惠及面。消费品以旧换新方面，优化资金分配方式，完善全链条实施细则， 严厉打击骗补套补和"先涨后补"等违法违规行为。 【软银据悉已完成对OpenAI的400亿美元投资承诺】 据媒体周二援引知情人士消息报道称，日本软银集团已完 ...

自 2024 年 9 月起，软银便通过旗下愿景基金（SoftBank Vision Fund）多次向 OpenAI 注资。今年 4 月，软银曾承诺分两阶段向 OpenAI 投资，总规模最高可达 300 亿美元。 当月，软银实际支付了 75 亿美元，并于 10 月决定在年底前完成剩余 225 亿美元的投资。 软银集团董事长兼首席执行官孙正义在今年 6 月的股东大会上表示："我认为 OpenAI 最终将会上市， 并成为全球市值最高的公司。" 软银首席财务官后藤芳光在今年 12 月发布的《日经新闻》专访中，谈及集团在人工智能领域的投资策 略时称："我们希望全力以赴，成为 OpenAI 最坚实的支持者。" IT之家 12 月 31 日消息，软银集团今日在一份声明中表示，已于 12 月 26 日完成对 OpenAI 的 225 亿美 元（IT之家注：现汇率约合 1578.74 亿元人民币）追加投资，至此已完全履行其 3 月承诺的对 OpenAI 投资义务，目前在 OpenAI 的总持股比例约为 11%。软银称，加上其他第三方共同投资者超额认购并增 额参与的 110 亿美元，最终总额 410 亿美元（现汇率约合 2876 ...

12月31日，软银集团在一份声明中表示，已于12月26日完成对OpenAI的225亿美元追加投资，至此已完 全履行其3月承诺的对OpenAI投资义务，目前在OpenAI的总持股比例约为11%。软银称，加上其他第三 方共同投资者超额认购并增额参与的110亿美元，最终总额410亿美元的投资承诺现已全额到位。 ...

12月30日消息，软银集团已完成对人工智能初创公司OpenAI的400亿美元投资承诺。据多位知情人士透 露，软银已于上周完成最后一笔注资，金额约在220亿至225亿美元之间。至此，软银此前披露的对 OpenAI的全部投资安排已落实。 ·约220亿至225亿美元 为最后一笔大额注资，于上周完成交割。 随着最后一笔资金到账，原本预计跨越数个季度完成的投资已在更短时间内落地。知情人士称，出资节 奏的变化与OpenAI在算力投入、模型训练和产品扩张方面的资金需求有关。 资金用途与合作背景：算力、模型与基础设施 知情人士表示，本轮融资所得资金将主要用于支持OpenAI在算力资源采购、基础模型研发以及产品和 基础设施扩张 方面的投入。近年来，随着模型规模扩大和使用场景增多，OpenAI对算力资源的需求持 续上升。 软银方面未就具体交易细节公开置评，OpenAI亦未发布单独声明。该笔交易完成后，OpenAI的估值水 平进一步巩固其作为全球最有价值非上市科技公司之一的地位。 融资时间线：从计划分期到加速到位 今年2月，软银与OpenAI就总额400亿美元的投资进行谈判。知情人士当时表示，该笔投资对应的投前 估值约为2600亿 ...

SoftBank Group has completed its $40 billion investment in OpenAI, CNBC reported on Tuesday, citing people familiar with the matter, marking one of the largest private funding rounds ever and deepening founder Masayoshi Son’s bet on AI.SoftBank has been building one of the largest private technology investment programs in the world, with a particular focus on artificial intelligence and related infrastructure such as data centers.AI has become the central axis of global technology markets this year, driving ...

Core Insights - SoftBank has committed $22.5 billion to OpenAI, completing a total funding round of $40 billion, with SoftBank contributing $30 billion and owning over 10% of OpenAI at a $260 billion pre-money valuation, indicating a nearly doubled valuation for the startup [1] Funding and Investment Strategy - The funding round involved extensive negotiations with Microsoft, focusing on new commercial terms and restructuring OpenAI into a public benefit corporation to secure the final tranche of funding from SoftBank [2] - Part of the new capital will be allocated to Stargate, an AI infrastructure joint venture involving OpenAI, Oracle, and SoftBank, as part of a broader infrastructure investment strategy [2] - OpenAI has committed over $1.4 trillion in infrastructure spending over the coming years, forming partnerships with Nvidia, AMD, and Broadcom [2] Portfolio Repositioning - SoftBank has strategically repositioned its portfolio to facilitate this investment, including liquidating its entire stake in Nvidia, which amounted to nearly $6 billion, to fund the investment in OpenAI [3][4] - Additionally, SoftBank has agreed to acquire data center firm Digital Bridge for $4 billion to enhance its infrastructure initiatives, indicating a direct investment approach in OpenAI rather than through Nvidia [4]

SoftBank completed its promised $40 billion investment commitment to OpenAI, CNBC reported Tuesday (Dec. 30), citing unnamed sources.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The Japanese investment firm last ...

Data center stocks have become a key focus for investors as artificial intelligence continues to drive demand for computing power, cloud infrastructure, and digital connectivity. One name now squarely in the spotlight is DigitalBridge (DBRG), after Japan’s SoftBank (SFTBY) agreed to acquire the data center investment firm in a $4 billion all-cash deal. The acquisition underscores SoftBank’s aggressive push into AI infrastructure and has sparked a sharp move in DigitalBridge shares. With the stock jumping ...

Upgrades - Argus upgraded BHP Group (BHP) to Buy from Hold with a price target of $68, citing firming prices for iron ore, copper, and coal as the global economy improves [2] Downgrades - Jefferies downgraded Mereo BioPharma (MREO) to Hold from Buy with a price target of 50 cents, down from $7, due to Setrusumab missing primary endpoints in trials, impacting Mereo's future strategy [3] - RBC Capital downgraded DigitalBridge (DBRG) to Sector Perform from Outperform with a price target of $16, down from $23, following SoftBank's acquisition announcement at $16 per share, totaling a $4 billion enterprise value [4] Initiations - Stephens initiated coverage of Commvault (CVLT) with an Overweight rating and a $162 price target, highlighting its leadership in data protection and transition to Software-as-a-Service [5] - Stephens initiated coverage of Rubrik (RBRK) with an Overweight rating and a $105 price target, noting its strong growth outlook in data protection and expected margin expansion [5] - Stephens initiated coverage of Varonis (VRNS) with an Equal Weight rating and a $40 price target, emphasizing its growth potential in data security as a Software-as-a-Service platform [5] - Freedom Capital initiated coverage of Ero Copper (ERO) with a Buy rating and a $32 price target, pointing out its high-grade, low-cost assets in Brazil [5] - H.C. Wainwright initiated coverage of Terra Innovatum (NKLR) with a Buy rating and a $25 price target, believing its use of off-the-shelf components will lower regulatory and technological barriers [5]