In essence, Son is reframing SoftBank’s entire identity around AI, portraying it not as a sector but as the next economic infrastructure — a claim that, if realised, would make the dot‑com era look modest by comparison.
SoftBank becomes Japan’s most valuable company as of May 2026.
Scale of transformation: Son argues that artificial intelligence will reshape every industry, dwarfing the internet’s impact in the early 2000s.
SoftBank’s strategy: He reportedly plans to channel the group’s investment focus almost entirely toward AI ventures, positioning SoftBank as a global accelerator for AI‑driven companies.
Vision Fund revival: After years of losses, Masayoshi Son sees AI as the catalyst to reignite the Vision Fund’s profitability, citing rapid advances in generative and autonomous systems.
Economic outlook: He predicts exponential productivity gains and new business models emerging from AI integration, describing it as a “moment of singularity” for technology and finance.
Investor sentiment: Some analysts remain cautious, recalling SoftBank’s volatile history with tech valuations, but acknowledge that Son’s influence could again shape global investment trends.
AI is more than the next dot-com era – it’s the new tech revolution in creation.