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SoftBank’s market value could drop to half its June peak as rising borrowing costs raise worries about the company’s large AI investments. The decline reflects investor concerns over the sustainability of these AI projects.

SoftBank’s credit risk has climbed to a four‑year high, driven by worries about AI funding and a potential big acquisition. Credit‑default swap spreads are the main indicator of this increased risk.

SoftBank plans a 10‑GW AI data center in Ohio, part of a US‑Japan initiative. PJM Interconnection will review the project to study grid integration and cost allocation under a state agreement approach.

SoftBank is eyeing an $18 billion deal to take over the largest private security firm in America, with plans to swap out guards for robots at scale. The math only works if machines can do the job, and that question is far from settled.

Investing.com -- SoftBank Group is considering acquiring Allied Universal, the largest security services company in the US, in a potential deal that could give founder Masayoshi Son a vast workforce and customer base for deploying AI-powered robots, Bloomberg reported Friday, citing people familiar with the matter.

SoftBank is reportedly considering buying the largest US security firm, Allied. The move would expand its presence in the security services market.

KDDI, Millicom, and SoftBank aim to grow through advanced connectivity, digital services, and AI infrastructure. They face margin pressure and heavy network investment.

PJM will study SoftBank’s Ohio AI project, called Flagship, under a state agreement approach. The project includes 765‑kV lines, about 10 GW of data center load, and roughly 10.2 GW of gas‑fired generation.