AIThe Next Webabout 1 hour ago
SoftBank's AI debt bet faces earnings reckoning
1 min read
SoftBank reports earnings with analysts expecting net profit near ¥148bn, but investors focus on $60bn in OpenAI commitments, including $22.5bn due by year-end. The company faces $30bn in 2026 obligations and a stalled plan to borrow against its OpenAI stake. S&P put loan-to-value at 33%.
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