DigitalBridge Stock Soars 45% Amid SoftBank Acquisition Buzz
Rumors of a SoftBank buyout send DigitalBridge shares rocketing—proving once again that in finance, a good whisper is worth more than a solid balance sheet.
The Takeover Tango
Markets went wild when whispers hit the wire. DigitalBridge's valuation didn't just climb—it launched. That 45% surge tells you everything about the power of acquisition speculation. It's the ultimate market catalyst, turning spreadsheets into rocket fuel overnight.
Why This Deal Matters
SoftBank's Vision Fund has a history of placing big, bold bets on tech infrastructure. Snapping up DigitalBridge would signal a massive play for digital real estate—the physical backbone of our cloud-driven world. Think data centers, fiber networks, and the unseen grids powering the AI revolution.
The Bigger Picture
This isn't just about one company. It's a bellwether. When giants like SoftBank open their checkbooks for digital infrastructure, it validates the entire asset class. It tells institutional money: this is where the future gets built. The move could trigger a wave of consolidation, as everyone scrambles to secure their piece of the digital foundation.
So watch this space. If the deal goes through, it reshapes the landscape. If it falls apart? Well, that 45% gain might just as quickly vanish into thin air—because in the end, the market's favorite game is still 'buy the rumor, sell the news.'
SoftBank’s AI strategy pushes it toward alleged DigitalBridge buyout
As Cryptopolitan has been reporting all year, SoftBank’s billionaire founder, Masayoshi Son, has been laser-focused on one thing: AI. And AI needs serious computing power, which means serious infrastructure, a.k.a exactly what DigitalBridge brings to the table.
The company is run by Marc Ganzi, and it had about $108 billion in assets under management as of late September, with a portfolio stuffed with operators like AIMS, AtlasEdge, DataBank, Switch, Vantage Data Centers, and Yondr Group, among others.
If this deal goes through, it’ll be another notch on SoftBank’s M&A belt. Back in 2017, it dropped more than $3 billion to acquire Fortress Investment Group. But that didn’t last forever, as SoftBank later sold its Fortress stake to a group that included Mubadala Investment Co., a sovereign fund from Abu Dhabi, and Fortress’s own management. That exit was wrapped up in 2024.
Slow Stargate rollout drives Son to reshuffle AI investments
In January, SoftBank teamed up with OpenAI, Oracle, and Abu Dhabi’s MGX to launch a massive $500 billion project called Stargate. The goal is to build a network of AI data centers across the U.S.
Masa even promised to throw in $100 billion right away. But like everything involving that much cash, things didn’t go exactly as planned.
Bloomberg said in May that SoftBank tried to raise outside financing from insurance firms, pension funds, and investment houses. But investor appetite dropped thanks to market volatility, trade policy uncertainty, and shaky confidence in AI hardware valuations. Those hiccups caused some of the Stargate planning to slow down, especially around where to actually build the centers.
By September, the group had finally named five sites (in Texas, New Mexico, and Ohio) that WOULD eventually host about 7 gigawatts of computing power, which is about as much electricity as a small city uses.
To fund all this AI obsession, Masa had to sell off other holdings. Earlier this month, he admitted he “was crying” over having to dump his $5.8 billion Nvidia stake just to free up the money. That sell-off was part of his bigger push to go all-in on AI infrastructure.
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