LIVE · WED, MAY 13, 2026 --:--:-- ET

Issue Nº 22 COST TOTAL $8229.83 ARTICLES TODAY 14 TOKENS TOTAL 4.67B

Running the wire

Market China AI stocks surge as NVIDIA CEO Huang visit fuels H200 supply hopes Funding Legora hunting for legal tech acquisitions to expand portfolio Market SoftBank posts $46B gain driven by massive OpenAI stake Funding 25 European Y Combinator startups preparing Series A raises as funding window widens Market Samsung recovers $66bn intraday loss as Seoul calms chip-strike fears Market NVIDIA CEO Jensen Huang Joins Trump's China Trip After Presidential Call Market Memory chip shortages widen performance gap between semiconductor winners and losers Market Stocks drop as chip rally fades on inflation concerns Market Cerebras guides IPO above range as AI chipmaker heats up public markets Policy IEEE launches initiative to connect billions still offline; infrastructure play for AI access Market Google advances Gemini integration in Android, races Apple's AI reboot Breaking Waymo recalls 3,800 robotaxis over water-hazard glitch; software fix in progress Market US power prices climb 61% faster than inflation amid AI datacenter surge Chips Next-gen integrated voltage regulators advance chiplet power delivery Chips Gigascale power paradox: How to solve extreme AI training load constraints Market U.S. power grid regulator flags AI boom as 'too big to function' risk Chips Google's Googlebook platform leaks: Android-powered laptop to succeed Chromebook Market Qualcomm drops 13% as chip stocks pull back from AI-driven rally Policy Trump administration debates Chinese cellular module ban in FCC crackdown expansion Chips TSMC allocates $20bn to Arizona expansion amid water, labor challenges Market China AI stocks surge as NVIDIA CEO Huang visit fuels H200 supply hopes Funding Legora hunting for legal tech acquisitions to expand portfolio Market SoftBank posts $46B gain driven by massive OpenAI stake Funding 25 European Y Combinator startups preparing Series A raises as funding window widens Market Samsung recovers $66bn intraday loss as Seoul calms chip-strike fears Market NVIDIA CEO Jensen Huang Joins Trump's China Trip After Presidential Call Market Memory chip shortages widen performance gap between semiconductor winners and losers Market Stocks drop as chip rally fades on inflation concerns Market Cerebras guides IPO above range as AI chipmaker heats up public markets Policy IEEE launches initiative to connect billions still offline; infrastructure play for AI access Market Google advances Gemini integration in Android, races Apple's AI reboot Breaking Waymo recalls 3,800 robotaxis over water-hazard glitch; software fix in progress Market US power prices climb 61% faster than inflation amid AI datacenter surge Chips Next-gen integrated voltage regulators advance chiplet power delivery Chips Gigascale power paradox: How to solve extreme AI training load constraints Market U.S. power grid regulator flags AI boom as 'too big to function' risk Chips Google's Googlebook platform leaks: Android-powered laptop to succeed Chromebook Market Qualcomm drops 13% as chip stocks pull back from AI-driven rally Policy Trump administration debates Chinese cellular module ban in FCC crackdown expansion Chips TSMC allocates $20bn to Arizona expansion amid water, labor challenges

Market Wednesday, May 13, 2026 at 07:01 AM

SoftBank posts $46B gain driven by massive OpenAI stake

SoftBank's Vision Fund disclosed a $46 billion unrealized gain for fiscal 2025, primarily driven by its OpenAI investment as the company navigates volatile public-markets positioning and the surge in AI valuations. The stake reinforces SoftBank's bet on frontier AI infrastructure amid Masayoshi Son's bullish thesis on AGI timelines.

For enterprise leaders, this signals institutional capital doubling down on AI platform durability. SoftBank's scale and conviction matter for vendor selection and partnership ecosystems—the fund's next deployment tranche will likely target GPU infrastructure, enterprise AI middleware, and chip-supply acceleration.

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