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SoftBank Group's CEO Says $5 Trillion a Year Needed Globally to Meet AI Demand

Son said AI infrastructure will need 3 terawatts of power by 2040, with gas filling the gap before nuclear fusion becomes the main source.

  • On Tuesday in Tokyo, SoftBank Group CEO Masayoshi Son dismissed concerns about an "AI bubble," calling such speculation "absurd" and arguing that massive infrastructure investment is necessary.
  • Over the past two years, SoftBank has embarked on an expansive investment program to establish itself as a core AI platform, pouring tens of billions into ChatGPT-maker OpenAI.
  • Investment in AI infrastructure must reach $5 trillion annually by 2040 to succeed, Son claimed, predicting AI revenue will comprise 20% of global GDP by then.
  • Data centers will need 3 terawatts of generation by 2040, equal to 1.8 times total current global power consumption, with natural gas providing power initially before nuclear fusion takes over.
  • By 2040, Son envisions a shift to an "agent-centric world" where 100 trillion AI agents operate autonomously; he predicted "humanoid robots will take the main role in physical labor, replacing humans.
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38 Articles

Lean Right

The artificial intelligence revolution is one of the most controversial topics in the tech world today. While some believe it will fundamentally transform the economy and society, others question its viability. Sarah Connor's warnings: Multiple reports confirm that the so-called "AI revolution" is not progressing as major tech companies and venture capitalists would like. However, the founder and largest shareholder of SoftBank remains convinced…

Lean Right

Masayoshi Son, Chairman of Japan's SoftBank Group, predicted that the market size for artificial intelligence (AI) humanoid robots will exceed 60 quadrillion won by 2040. According to Kyodo News and NHK on the 14th, Chairman Son made this statement during a lecture for affiliates held in Tokyo, noting that the center of labor will shift from humans to robots within the next decade or so. He projected that approximately 1 billion AI-equipped huma…

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Mobile World Live broke the news on Monday, July 13, 2026.
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