SoftBank's Masayoshi Son Calls AI '50X Bigger' Than The Dot-Com Boom, Says Corrections Could Be The 'Best Investment Opportunity'

SoftBank CEO Masayoshi Son called the AI revolution “50x bigger” than the dot‑com boom, saying market corrections could present the best buying opportunities. The comments follow SoftBank’s plan to invest €75 billion ($87bn) in French AI infrastructure, including a 5 GW data center, and came as SoftBank’s market value has eclipsed Toyota’s — highlighting investor appetite for AI‑linked assets. Son said OpenAI represents just over 20% of SoftBank’s net asset value and signaled optimism about an eventual IPO. Market veterans offered contrasting views: JPMorgan’s Jamie Dimon and BofA strategist Michael Hartnett warned of narrow leadership and bubble risk, while Ed Yardeni raised his S&P 500 year‑end target to 8,250. Overall, the piece signals bullish institutional conviction on AI but notes warnings that widen‑market risk may produce volatility.