SoftBank CEO Masayoshi Son predicted at the company's annual corporate meeting in Tokyo that by 2040, the AI sector would require an annual investment of $5 trillion (approximately 800 trillion yen), dismissing market concerns about an AI bubble as "absurd." He argued that if AI revenue accounts for 20% of global GDP by 2040, then an annual expenditure of 800 trillion yen is "just a rounding error," though he did not elaborate on the calculation basis. Son expects that by 2040, the electricity demand of AI data centers will reach 3 terawatts, equivalent to 1.8 times current global power consumption, initially relying on natural gas with nuclear fusion expected to replace it in about 15 years. Over the past two years, SoftBank has invested tens of billions of dollars into OpenAI, with cumulative investment expected to exceed $60 billion by the end of 2026. Son also predicted that by 2040, there will be 100 trillion AI agents, shifting the world from human-centric to agent-centric. However, on June 26, rumors of OpenAI delaying its IPO hit SoftBank's stock price; according to media reports, OpenAI has confidentially filed for a listing but management leans toward delaying until 2027, citing sharp fluctuations in AI concept stocks and SpaceX's post-listing stock performance falling short of expectations.