SoftBank’s Son says calling AI a bubble is ‘blasphemy’

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SoftBank founder Masayoshi Son rejected the idea that the AI sector is in a bubble, calling such claims ‘blasphemy.’ He also announced plans to continue pursuing AI ambitions into his 70s. The development underscores his unwavering confidence in AI’s potential.

SoftBank Group founder and CEO Masayoshi Son said he would continue working into his 70s to pursue artificial superintelligence, dismissing claims that the AI sector has entered a bubble as ‘blasphemy.’ This statement was made during the company’s annual meeting and highlights his unwavering confidence in AI’s future.

During the annual meeting held on June 24, 2026, Masayoshi Son stated that he intends to dedicate another 10 to 15 years to developing artificial superintelligence (ASI). He explicitly rejected recent opinions suggesting that the AI boom is a speculative bubble, describing such views as ‘blasphemy.’ Son emphasized his belief in AI’s transformative potential, indicating he plans to remain actively involved in the sector well into his 70s. The comments reflect Son’s long-standing commitment to AI, despite market fluctuations and skepticism from some industry observers. No specific timeline or milestones for AI development were provided beyond his personal commitment to continue his efforts.

Why Son’s AI Stance Signals Long-Term Confidence

Son’s rejection of the bubble narrative and his pledge to pursue AI into his 70s reinforce his belief that AI’s growth is sustainable and vital. His stance may influence investor sentiment and industry outlook, suggesting that major players remain committed despite market volatility. This also underscores the importance of AI as a strategic focus for SoftBank and potentially for the broader technology sector, affecting future investments and innovation trajectories.

SoftBank’s AI Ambitions and Market Skepticism

Masayoshi Son has long championed AI and technology investments, positioning SoftBank as a key player in the sector. Recently, some industry analysts and market observers have questioned whether the rapid rise in AI valuations indicates a bubble. Despite these doubts, Son has maintained a bullish stance, emphasizing his confidence in AI’s long-term value. His comments come amid ongoing developments in AI technology and increasing investments from major firms, but also amid market fluctuations that have led some to warn of a possible correction.

“Calling the AI sector a bubble is ‘blasphemy,’ according to Son.”

— an anonymous researcher

Unclear if Son’s Confidence Will Influence Market Trends

It remains uncertain whether Son’s outspoken confidence will sway broader investor sentiment or impact market valuations of AI companies. The sector continues to face skepticism, and market dynamics may evolve differently from Son’s optimistic outlook. Additionally, the specific strategies and milestones for AI development at SoftBank are not detailed, leaving questions about how his vision will materialize in concrete projects.

Next Steps in SoftBank’s AI Strategy and Market Response

SoftBank is expected to continue investing heavily in AI and related technologies, with potential new initiatives announced in upcoming corporate reports or events. Market reactions to Son’s comments will be closely watched, especially regarding investor confidence and valuation trends in AI-focused holdings. Further statements from Son or SoftBank executives may clarify their strategic plans and reinforce their commitment to AI development.

Key Questions

What did Masayoshi Son say about the AI bubble?

He dismissed claims that the AI sector is in a bubble, calling such assertions ‘blasphemy’ and reaffirming his commitment to AI development.

How long does Son plan to work on AI projects?

He plans to continue working into his 70s, roughly another 10 to 15 years, to pursue artificial superintelligence.

Why is Son’s stance significant?

His confidence signals a strong belief in AI’s long-term potential, which could influence investor sentiment and industry direction despite market skepticism.

Are there specific AI projects mentioned?

No, Son did not specify particular projects or milestones, only emphasizing his personal dedication and long-term vision.

What is the current market view on AI bubble claims?

Some analysts and observers have expressed skepticism about AI valuations, but Son’s comments demonstrate a contrasting optimistic outlook.

Source: Nikkei Asia