智通财经网·2025-12-06 03:32Group 1 - SoftBank is in negotiations to acquire DigitalBridge and take it private, aiming to capitalize on the surge in demand for AI-driven digital infrastructure [1] - DigitalBridge's stock has dropped 13% year-to-date but surged nearly 45% in a single day, closing at $14.12, giving it a market capitalization of $2.58 billion [1] - DigitalBridge manages approximately $108 billion in assets, with a portfolio that includes various digital infrastructure operators [1] Group 2 - The potential acquisition price for DigitalBridge is estimated to be between $25 and $35 per share, with analysts suggesting a conservative estimate of $25 and a potential upside to $30-$35 [2] - Analysts from Morgan Stanley predict an attractive exit price of $28 per share based on 2026 forecasts, with higher valuations for 2027 potentially reaching $30-$35 [2] - Raymond James analysts believe acquiring DigitalBridge is a wise move for a large alternative asset management company, provided the sale price is reasonable and favorable terms are offered [2] Group 3 - SoftBank previously engaged in a significant acquisition in 2017, purchasing Fortress Investment Group for over $3 billion [2] - The "Interstellar Gateway" project, announced in January, aims to build data centers in the U.S. with a budget of $500 billion, although progress has been slower than planned due to various disagreements [3] - SoftBank has announced plans to build five power plants in Texas, New Mexico, and Ohio, with a total capacity of 7 gigawatts, necessitating a reallocation of funds [3]