SoftBank Signals Raising Loan-to-Value Threshold To Fund AI Ambitions

SoftBank CFO Yoshimitsu Goto told the Financial Times that the firm "does not rule out" its loan-to-value ratio temporarily rising above its self-imposed 25% ceiling, signaling willingness to borrow more to fund AI investments. The firm manages roughly $200 billion in assets, committed about $100 billion to the Stargate joint venture, and holds roughly a 90% stake in Arm, raising balance-sheet risk if valuations fall.