SoftBank’s Strategic Pivot: Capital Reallocation Toward AI Infrastructure

SoftBank Group Corp. is executing a significant strategic realignment, shifting its investment focus decisively toward artificial intelligence. This corporate overhaul involves channeling substantial capital into AI infrastructure while concurrently divesting stakes in other portfolio companies, signaling a clear reprioritization of its growth objectives.

A key component of this shift is the reduction of holdings in non-core assets. This trend is notably evident in the company's position in the Indian electric two-wheeler manufacturer, Ola Electric.

• Through a series of market sales conducted between September 2025 and January 2026, SoftBank disposed of approximately 94.6 million shares.
• These transactions have decreased SoftBank's stake in Ola Electric to 13.53%.

This move aligns with a broader pattern where other long-term investors have also been trimming their exposure to the company, allowing SoftBank to free up capital for its new strategic direction.

Billion-Dollar Bet on AI and Energy

The capital from these divestments is being funneled into a major AI infrastructure initiative. SoftBank is deepening its commitment to artificial intelligence through a substantial joint investment with OpenAI.

Should investors sell immediately? Or is it worth buying SoftBank?

• The two entities are directing $1 billion into SB Energy, a SoftBank subsidiary.
• This capital injection is earmarked for financing the expansion of both AI and energy infrastructure within the United States.

This investment directly addresses the escalating global demand for computational power required to run advanced AI applications. It forms a crucial part of the larger "Stargate" initiative and underscores a long-term strategic bet on artificial intelligence as a primary growth engine.

Corporate Actions and Market Implications

Further structural changes at the corporate level include a stock split implemented at the beginning of January 2026. The split was executed on a 4-for-1 basis, significantly increasing the number of outstanding common shares while proportionally adjusting the share price.

The combined strategy of aggressive AI investment and portfolio streamlining marks a definitive pivot for the conglomerate. SoftBank is concentrating its resources on technology sectors it identifies as the next frontier for growth, while simultaneously realizing gains from earlier investments. Going forward, the market's perception of SoftBank shares is likely to be predominantly influenced by progress in its AI infrastructure ventures and the ongoing evolution of its investment portfolio.