SoftBank’s Masayoshi Son Eyes $1 Trillion AI Megahub—Partnering with TSMC and Trump to Reshape Tech
SoftBank’s billionaire founder is betting big—again. Masayoshi Son is orchestrating a $1 trillion U.S. AI hub, pulling in chip giant TSMC and former President Trump. The move could redefine global tech infrastructure—or become another overhyped moonshot.
Why this matters: The plan merges geopolitical muscle with cutting-edge semiconductor and AI ambitions. TSMC’s manufacturing prowess plus Trump’s deregulatory bent creates a potent—if volatile—cocktail.
The cynical take: Another 'visionary' project burning cash before the next market correction. SoftBank’s track record with WeWork and Arm leaves room for skepticism.
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The industrial complex is inspired by a similar manufacturing hub operating in Shenzhen, China. Son proposes that the AI hub will bring high-tech manufacturing capabilities back to the U.S., aligning with the Trump administration’s vision. The project, called “Project Crystal Land,” represents one of Son’s most ambitious investments in the U.S. to date.
Son Drives a Big Vision for Make-in-America
The report states that the industrial park could include production lines for AI-powered industrial robots. Son has also been in discussions with the administration, including Secretary of Commerce Howard Lutnick, about offering tax breaks to companies that invest in the industrial hub or build factories there.
Currently, TSMC’s interest in participating in the AI hub as well as its potential role in the project remains unclear. Meanwhile, SoftBank has reportedly approached executives from Samsung Electronics (SSNLF) and other technology companies to gauge their interest in the project. Moreover, Son is said to be considering involving SoftBank Vision Fund portfolio companies in the project by setting up production plants within the industrial hub.
Son’s Ambitious Plan Relies on Trump’s Support
Notably, Project Crystal Land is still in very early stages, and much depends on support from both Trump and the Arizona state government. However, if successful, Son is planning to build multiple advanced industrial manufacturing hubs across the U.S.
Interestingly, Son has kept a keen eye on expanding SoftBank’s presence in the U.S. and has aggressive plans for further investment there. The company is already a founding partner in Trump’s multi-billion-dollar Stargate Project, alongside Oracle (ORCL), AI startup OpenAI, and Abu Dhabi’s MGX. Additionally, SoftBank recently led a $40 billion funding round in ChatGPT maker, OpenAI. Year-to-date, SFTBY stock has gained 3.4%.
Is SoftBank Group a Good Stock to Buy?
We used TipRanks’ Technical Analysis Tool to assess the outlook for SFTBY stock. The tool indicates a “Strong Buy” consensus, with 15 indicators showing Bullish signals and five Neutral indicators.
