NuAxiSemiconductor trade intelligence
SoftBank rejects Musk's default claim, books JPY597.2B data-center loss
What happened
SoftBank Group (SBG) denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, saying its AI infrastructure plans remain on track. Meanwhile, SBG recorded a JPY597.2 billion (US$3.73 billion) loss in the second quarter of fiscal 2026 (July–September 2026) after reviewing purchases of power-generation equipment for US data centers, though it said the loss was unrelated to Project Stargate Ohio.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
power-generation equipment
SoftBank GroupElon MuskSpaceXdata centerturbinesJPY597.2 billion loss
Source and time
Source: DigiTimes Asia · 11/11/2026 · View original source
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