Core Insights - SoftBank Group and its founder Masayoshi Son are aggressively raising funds to fulfill a massive investment commitment to OpenAI, totaling $22.5 billion, with a deadline set for the end of this year [1][5] - The urgency of this funding push highlights SoftBank's ambitions in the AI sector and reflects the significant capital pressures faced by top global dealmakers in the trillion-dollar AI infrastructure race [1][2] Fundraising Strategies - SoftBank is employing multiple strategies to secure the necessary funds, including liquidating assets, utilizing its balance sheet, and leveraging debt instruments [2] - Key asset disposals include the complete sale of its $5.8 billion stake in Nvidia and a $4.8 billion reduction in its holdings of T-Mobile US [1][2] Focus on OpenAI - Investment managers at SoftBank's Vision Fund have been instructed to shift their focus entirely to the OpenAI deal, indicating the strategic importance of this investment [3] - SoftBank plans to take its payment application PayPay public, with an anticipated IPO in the first quarter of next year, potentially raising over $20 billion [3] Leveraging Arm Holdings - A significant source of funding for SoftBank comes from margin loans secured against its holdings in Arm Holdings, with the loan capacity recently expanded by $6.5 billion, bringing the total available financing to $11.5 billion [4] - The tripling of Arm's stock price since its IPO provides SoftBank with substantial additional collateral without needing to sell this core asset [4] OpenAI's Valuation Surge - The urgency to complete the funding is driven by OpenAI's soaring valuation, which has reportedly increased to nearly $900 billion since SoftBank's initial investment agreement in April, which was based on a $300 billion valuation [5] - This new funding is critical for OpenAI as it faces rising costs associated with training and operating AI models, with CEO Sam Altman stating a goal of investing $1.4 trillion to build 30GW of computing capacity [6]

北京时间12月20日早间消息，消息人士称，软银集团正通过一系列现金筹集计划（包括出售部分投 资），争分夺秒地争取在年底前完成对OpenAI的225亿美元融资承诺，并可能动用以其在芯片公司Arm 的宝贵所有权为抵押而借入的未提取保证金贷款。 消息人士：软银力争年底前兑现向OpenAI提供225亿美元资金的承诺 消息人士：软银力争年底前兑现向OpenAI提供225亿美元资金的承诺 软银首席执行官孙正义对OpenAI下的"全押"赌注，这是这位日本亿万富翁迄今为止下的最大赌注之 一，因为他希望提高公司在人工智能竞争中的地位。为了筹集资金，孙正义已经出售了软银在人工智能 芯片领军企业英伟达58亿美元的全部股份，减持了T-Mobile US 48亿美元的股份，并裁减了员工。 其中两位消息人士透露，孙正义已经放缓了软银愿景基金（Vision Fund）的大部分其他交易，任何超过 5000万美元的交易现在都需要孙正义的明确批准。 孙正义的公司正在努力将旗下的支付应用运营商PayPay上市。原定于本月进行的首次公开募股因美国政 府长达43天的关门而推迟，关门已于11月结束。据一位直接消息人士和另一位熟悉情况的人士透露， Pay ...