Stock Markets January 27, 2026

SoftBank Weighs Up to $30 Billion Additional Stake in OpenAI

Group in talks to expand its OpenAI holding as the AI firm pursues a multibillion-dollar funding push and explores an IPO

By Jordan Park
SoftBank Weighs Up to $30 Billion Additional Stake in OpenAI

SoftBank Group is in discussions to invest as much as $30 billion more in OpenAI, people familiar with the matter say. The talks remain ongoing and terms are subject to change. OpenAI is seeking up to $100 billion in new capital in a round that could value the company as high as $830 billion if it closes. SoftBank’s stake in the AI developer had already risen to roughly 11% in December after a $22.5 billion investment. OpenAI is also considering a public listing and engaging potential investors, including Middle Eastern sovereign wealth funds and venture capital firms.

Key Points

  • SoftBank is in active negotiations to invest as much as $30 billion more in OpenAI, which would increase its exposure to the AI company - impacts finance and technology investment flows.
  • OpenAI aims to raise up to $100 billion in new capital, a round that could value the company at up to $830 billion if completed - significant for AI sector valuations and capital markets.
  • OpenAI is exploring an IPO and courting Middle Eastern sovereign wealth funds and venture capital investors as part of its broader fundraising strategy - relevant to public markets and institutional investors.

SoftBank Group is engaged in talks to increase its ownership of OpenAI by up to $30 billion, according to people familiar with the discussions. The conversations are active and the eventual terms could still be revised, officials close to the matter said.

OpenAI, the company behind ChatGPT, has been pursuing a substantial fundraising initiative. Reports indicate the firm is seeking as much as $100 billion in fresh capital in a single round that, if completed, could place the company's valuation at as much as $830 billion.

SoftBank is already among the largest shareholders in the AI developer. Its stake grew to about 11% in December after the group committed $22.5 billion earlier in the fundraising process, those familiar with the situation said.

Beyond direct equity commitments from existing investors, OpenAI is also evaluating other paths to liquidity and capital. The company is weighing a potential initial public offering while simultaneously engaging with a range of prospective backers, including Middle Eastern sovereign wealth funds and venture-capital investors.

The discussions between SoftBank and OpenAI are described as ongoing, and observers close to the talks emphasize that arrangements could be modified before any deal is finalized. No definitive agreement has been announced, and the outcome of the broader capital-raising effort remains uncertain.


Contextual notes:

  • SoftBank’s additional investment consideration would represent a further deepening of its exposure to OpenAI beyond the $22.5 billion commitment that increased its stake to around 11% in December.
  • OpenAI’s target of up to $100 billion in new funding is the stated ambition for the current fundraising effort, with a potential company valuation cited at up to $830 billion if the round completes as described.
  • Conversations about a possible IPO and outreach to Middle Eastern sovereign funds and venture-capital firms are part of OpenAI’s stated efforts to secure a broader investor base.

Risks

  • The talks between SoftBank and OpenAI are ongoing and terms could change, creating uncertainty for investors in SoftBank and potential new backers - impacts finance and investor relations.
  • OpenAI’s target raise of up to $100 billion and a potential $830 billion valuation depend on the round’s successful execution; there is uncertainty whether the fundraising will close as envisioned - impacts AI sector valuation assumptions.
  • OpenAI is contemplating a public listing and soliciting large institutional investors, but these are exploratory steps and do not guarantee an IPO or specific partner commitments - impacts public markets and prospective institutional allocations.

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