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SoftBank Posts 5 Trillion Yen Profit as OpenAI Revaluation Lifts Vision Fund

The windfall reflects a pivot toward a concentrated bet on OpenAI.

Overview

  • SoftBank reported net profit of 5.00 trillion yen for the year ended March, powered by a surge in the value of its OpenAI stake.
  • The Vision Fund booked about $46 billion in gains for the year, with roughly $45 billion tied to OpenAI.
  • The results reflect mark-to-market valuations rather than cash sales, which leaves earnings sensitive to swings in AI company prices.
  • In February, the group lifted its OpenAI commitment to $64.6 billion, raising its ownership to about 13 percent after a new $30 billion pledge.
  • To fund the larger stake, SoftBank arranged a $40 billion bridge loan in March, drew $20 billion in April, and has repaid $2.5 billion.