SoftBank credit risk hits 4-year high as $64.6B OpenAI bet awaits delayed 2027 IPO
rohanpaul_ai · x · 2026-11-07
SoftBank trades as a proxy for AI spending via its $64.6B OpenAI stake, 90% of Arm, and data-center builder SB Energy.
- Shares fell 10.8% on Friday as the cost of insuring its debt hit a 4-year high
- It borrowed at record yields to fund the OpenAI stake, while OpenAI's IPO delay to 2027 pushes back any return
- SB Energy's IPO filing projects $439B in contracted revenue
Related event: SoftBank credit risk hits four-year high as OpenAI bets weigh(2 posts)→
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