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SoftBank on Pulse

AI infra

The full thread of our SoftBank coverage — a running record of every development we've tracked, with the VC take on each.

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Jun 19, 2026
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Coverage Timeline

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  1. AISoftBank's CEO Isn't Alone in Doubting Elon Musk's Orbital Data Center Hype→
  2. BIG TECHHyundai Takes Full Control of Boston Dynamics, Buying Out SoftBank for $325M→

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AIOrbital compute debate

SoftBank's CEO Isn't Alone in Doubting Elon Musk's Orbital Data Center Hype

As Elon Musk pitches data centers in orbit to power the next wave of AI compute, skepticism is mounting -- and SoftBank's Masayoshi Son, himself one of AI's biggest spenders, is among the doubters. Critics question the physics, economics and cooling realities of running AI clusters in space, casting the idea as visionary marketing more than near-term infrastructure.

Jun 27, 2026
BIG TECH$325M

Hyundai Takes Full Control of Boston Dynamics, Buying Out SoftBank for $325M

Hyundai Motor Group is buying SoftBank's remaining ~9.65% stake in Boston Dynamics for $325 million, completing its takeover of the Waltham, Massachusetts robotics company and turning it into a wholly owned subsidiary. The move closes out the put option SoftBank retained when Hyundai bought 80% control in 2021, and hands the automaker undivided ownership of the world's most famous humanoid-robotics brand just as physical AI becomes a venture and corporate obsession.

Jun 19, 2026