The tech world is buzzing with news that SoftBank, the Japanese investment giant, is in talks to acquire DigitalBridge, a company that manages essential digital infrastructure like data centers and fiber networks. Think of DigitalBridge as the company that builds and maintains the powerful computer warehouses where artificial intelligence gets its thinking done. When rumors of this deal surfaced, DigitalBridge’s stock price jumped an impressive 47%, showing just how excited investors are about this potential partnership.
DigitalBridge isn’t just any tech company. They’re like the landlords of the digital world, owning the buildings where AI companies rent space for their super-smart computers. In the third quarter of 2025 alone, they leased out enough data center space to power 2.6 gigawatts of computing power. To put that in perspective, that’s roughly one-third of all the hyperscale leasing in the entire United States.
DigitalBridge controls one-third of America’s hyperscale data center market, positioning them as essential landlords in the AI revolution.
The company has some seriously impressive projects in the works. Their Frontier Campus in Texas is worth $25 billion and can handle 1.4 gigawatts of power, while their Wisconsin Lighthouse Campus is valued at $15 billion with 1.0 gigawatt capacity. These aren’t just empty buildings either. DigitalBridge has locked in long-term contracts with AI heavyweights like Oracle and OpenAI, which means steady income for years to come. This acquisition could also open doors for traders using funded trading accounts to capitalize on the infrastructure boom across multiple markets including equities and commodities.
For SoftBank, this acquisition makes perfect strategic sense. Instead of waiting years to build new data centers from scratch, they could instantly own operational facilities ready for AI workloads. It’s like buying a fully-stocked restaurant instead of building one from the ground up. What makes DigitalBridge particularly attractive is their control over 20.9 GW of power across global assets, a critical resource that’s extremely difficult to develop rapidly. Analysts estimate the acquisition price could range between $25 to $35 per share, reflecting DigitalBridge’s valuable position in the rapidly growing AI infrastructure market. The deal is also part of SoftBank’s broader strategy to strengthen its presence in Asia’s emerging digital hubs through strategic partnerships.
While DigitalBridge has faced some revenue challenges recently, with a three-year decline of about 56%, their strategic partnerships and booming AI demand suggest brighter days ahead. This potential acquisition highlights how digital infrastructure has become the new gold rush, with companies racing to secure the physical backbone that powers our increasingly AI-driven world.
