软银集团同意以约30亿美元现金收购数位基础建设投资公司 DigitalBridge，作为押注 AI 热潮带动的资料中心与数位基础设施需求的一部分。交易对价为每股16美元，含债务的整体估值约40亿美元，相较于12月4日（市场首次传出谈判前的最后交易日）收盘价溢价约65%。消息公布后，软银股价在东京早盘一度下跌3.4%。

市场对运算与机柜容量的需求推升大型交易：例如黑石以400亿美元收购 Aligned Data Centers；甲骨文同意为 OpenAI 提供约4.5吉瓦算力，价值最高可达3000亿美元。DigitalBridge 称截至9月底资产管理规模约1080亿美元；其股票在纽约11:57 上涨9.7%至15.27美元，略低于收购价，公司第三季末披露稀释后流通股及等价物约1.89亿股。

该交易预计于2026年下半年完成，仍需监管核准，并将为软银带来更多愿意部署资金于资料中心产业的投资人关系与一系列资产。软银也曾评估收购由多方投资人支持的资料中心营运商 Switch，市场传其业主寻求含债约500亿美元估值。软银在资产管理领域曾于2017年以逾30亿美元收购 Fortress，并于2024年完成出售；此外其1月宣布5000亿美元「Stargate」计划、承诺立即投入1000亿美元，但推进较慢，并曾为调度资金出售58亿美元的辉达持股。

SoftBank agreed to buy DigitalBridge for about $3 billion in cash to deepen its push into data centers and digital infrastructure tied to the AI boom. The offer is $16 per share and values the deal at about $4 billion including debt, a roughly 65% premium to DigitalBridge’s Dec. 4 close (the last session before talks were reported). SoftBank shares fell as much as 3.4% in early Tokyo trading.

The transaction sits amid a wave of multibillion-dollar AI-infrastructure deals as demand for capacity surges. Examples cited include BlackRock’s $40 billion acquisition of Aligned Data Centers and Oracle’s agreement to supply OpenAI with about 4.5 gigawatts of computing power valued at as much as $300 billion. DigitalBridge says it had about $108 billion of assets under management at end-September.

DigitalBridge shares rose 9.7% to $15.27 by 11:57 a.m. in New York, just below the $16 bid, and it reported about 189 million diluted shares and equivalents at the end of the third quarter. The deal is expected to close in the second half of 2026, subject to regulatory approvals. SoftBank has also discussed a potential Switch acquisition at around a $50 billion valuation including debt, and it is reallocating capital for AI bets, including selling a $5.8 billion Nvidia stake after announcing the $500 billion Stargate project.