SoftBank Eyes DigitalBridge: New Fuel For The AI Infrastructure Trade

SoftBank circling DigitalBridge is a clear signal that the next leg of the AI trade is shifting toward “picks and shovels” infrastructure: data centers, towers, and fiber. DigitalBridge is a big player in that space, and the stock has exploded higher after reports that SoftBank is in talks to buy the company, with the deal potentially closing by year end. Investors are betting that AI infrastructure will attract trillions in spending over the next decade.

WINNERS -

Digital infrastructure and data center platforms

Why: A potential SoftBank buyout of DigitalBridge validates data centers and digital infrastructure as prime AI real estate and raises expectations for more M&A and higher valuations across the space.

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