SoftBank’s Masayoshi Dismisses AI Bubble Concerns, Sees $5 Trillion Annual Investment

SoftBank CEO Masayoshi Son dismissed claims that AI is in a bubble, arguing critics underestimate its scale. He projected $5 trillion in annual AI investment by 2040, covering data centers, chip production, and infrastructure, and said AI revenue could reach 20% of global GDP. Son compared the AI revolution to being far larger than the dot‑com boom, framing current spending as the beginning of a much bigger shift.