SoftBank reported a record profit of $16.6 billion (2.5 trillion yen) for the second quarter of 2025, more than doubling its earnings. This growth was driven by the rising value of assets linked to OpenAI, the creator of ChatGPT. At NEWSCENTRAL, we believe that SoftBank’s investments in artificial intelligence (AI) have proven effective, becoming a key factor in this financial success. Freddy Miller, Senior Analyst at NEWSCENTRAL, states: “SoftBank successfully chose a strategy of investing in AI, which not only improved profits but also strengthened its position in the rapidly growing tech sector.”
The company continues to actively expand its investment portfolio, including the sale of Nvidia shares worth $9.17 billion and investments in AI-related projects. At NEWSCENTRAL, we see this diversification as helping SoftBank mitigate risks associated with market volatility and confidently move towards further growth. We predict that the company will continue to invest in promising tech projects, including OpenAI, despite potential market corrections.
However, with increasing interest in AI, concerns are growing about a potential bubble in asset valuations. At NEWS CENTRAL, we emphasize that the high valuations of companies like OpenAI may prove unsustainable in the long term if growth rates fail to meet expectations. This creates risks for investors focused on short-term profits and calls for a more cautious approach to investments.
We forecast that the IT market, particularly AI, will remain a key growth driver for SoftBank in the future. However, it is important for the company to stay flexible and adapt its strategy in response to changing market conditions. Freddy Miller concludes: “While investments in AI promise significant returns, they still require attention to market overheating risks and proper asset diversification.”
Thus, for investors, it is crucial to closely monitor the dynamics of the IT and AI markets and be prepared for possible changes in market valuations. In the future, AI investments will remain promising, but maintaining flexibility and readiness for adjustments is key to ensuring stability and long-term results.