SoftBank Proposes Acquisition of DigitalBridge to Enhance AI Data Center Holdings

SoftBank is currently in advanced discussions to acquire DigitalBridge, causing a noticeable rise in DBRG shares as the company invests further in AI-driven digital infrastructure.

Key Takeaways

SoftBank is negotiating to acquire DigitalBridge, a leading digital infrastructure investment firm.
This move is part of SoftBank's strategy to boost its presence in data centers and related assets due to growing demand from AI applications.
DigitalBridge currently manages around $108 billion in infrastructure assets, supporting various operators.
The transaction would mark SoftBank’s second significant asset acquisition following its purchase of Fortress Investment Group.

SoftBank-DigitalBridge deal fuels AI data center boom.

SoftBank's Pursuit of DigitalBridge

Recent reports indicate that SoftBank Group Corp. is engaged in advanced talks to acquire DigitalBridge, a company specializing in digital infrastructure investments. Following this announcement, shares of DigitalBridge Group (DBRG) saw a significant uptick in premarket trading on Monday, December 29, 2025, as noted by Bloomberg.

The potential acquisition aligns with SoftBank's broader strategy of expanding its role in data centers and digital infrastructure, especially in response to the surging demand spurred by artificial intelligence technology. Sources familiar with the situation reveal that while discussions are progressing, no final agreement has been reached yet, and details regarding the announcement's timing might still shift. The specifics of the transaction terms remain undisclosed.

DigitalBridge, under the leadership of CEO Marc Ganzi, manages roughly $108 billion in infrastructure assets for its limited partners and shareholders. Their investment portfolio features notable companies such as DataBank, Switch, Vantage Data Centers, and Yondr Group.

Both SoftBank and DigitalBridge representatives have not commented publicly at this time, according to the sources.

If the acquisition proceeds, it would signify SoftBank's second major purchase in asset management after acquiring Fortress Investment Group earlier. DigitalBridge shares have displayed notable volatility this year, with past reports regarding takeover discussions resulting in significant fluctuations in share prices.

Moreover, several analysts have maintained positive performance ratings on DigitalBridge, with updates to their price targets in recent weeks, as seen in market trends.

As demand for AI-driven digital infrastructure continues to grow, this acquisition could position SoftBank favorably within the evolving tech landscape.