
米国のAIデータセンター計画変更で損失、3年ぶりの赤字転落
ソフトバンクグループが10日発表した2026年9月中間決算は、純損失が7680億円となり3年ぶりに赤字に転落した。米国でのAIデータセンター計画変更に伴う損失などが響いた。
AI-generated summary
ソフトバンクグループの2026年9月中間決算は、米国でのAIデータセンター計画変更や関連損失により3年ぶりの赤字となった。
ソフトバンクグループ(SBG)が10日発表した2026年9月中間決算(国際会計基準)は、純損失が7680億円だった。米国で進めるAI(人工知能)データセンターの計画変更に伴う損失が響いた。保有するオープンAI株の評価益が大幅に増えたことで2兆9240億円の純利益となった前年から一転し、赤字に転じた。中間決算での赤字は3年ぶり。
投資利益は、インテル株の利益を計上したことなどから、1兆7257億円だった。一方、米国でのAIデータセンタープロジェクト向けの発電関連設備について、調達計画を変更したことなどにより、5972億円の損失を計上した。さらにインテル株に関連するデリバティブ(金融派生商品)損失や、英半導体設計アームなどのエンジニアが増え、人件費が膨らんだことなども業績を押し下げた。
米中間選挙で民主党が勝利したことで、AI開発に不可欠なデータセンターの建設への逆風が強まるとの見方もある。米国で手がけるデータセンター事業などへの影響を問われた後藤芳光CFO(最高財務責任者)は「米国各地でのデータセンタービジネスへの様々なご意見は、選挙前から理解している。地元とのコミュニケーションをしっかりとっていきたい」と答えた。
こうしたなかSBGは9日…

US AI company Anthropic has set preliminary IPO conditions for its NASDAQ listing at $70 to $78 per share. The company is expected to raise up to $64.4 billion, but the expected market capitalization may be lower than investors' expectations.

The Consumer Price Index (CPI) for October announced by the US Department of Labor rose 0.4% from the previous month, exceeding market expectations. Although growth has slowed due to the easing of energy prices, it shows that inflation is persistent and there are growing expectations that the Federal Reserve will raise interest rates in December.

At the Tokyo stock market on the 10th, the Nikkei Stock Average continued to rise, closing at 60,459.58 yen, up 1,684.08 yen from the previous day. The closing price has recovered to the 60,000 yen level for the first time in three business days. AI and semiconductor stocks were bought on the back of a drop in crude oil prices due to expectations of an easing of tensions in the Middle East, and positive sentiment on the previous day's rise in US stocks.

SoftBank Group's interim consolidated net income fell into the red, and Mitsui Chemicals announced that it would acquire JSR for approximately 1.4 trillion yen. The Liberal Democratic Party reprimanded four members, including former Prime Minister Ishiba, and a Chinese man was arrested in central Tokyo for operating a base station without a license.

China's General Administration of Customs announced on the 10th that the trade surplus for the period from January to October was $1.4259 trillion (approximately 165 trillion yen), marking a record high of about $1.2 trillion for the entire year of 2025 and exceeding $1 trillion for the second consecutive year. Against a backdrop of growth in semiconductor and EV exports, pressure from the US side to rectify the trade imbalance is likely to increase at the US-China summit.

According to the Ministry of Internal Affairs and Communications' September Family Income and Expenditure Survey, real consumption expenditure for households with two or more people decreased by 6.8% compared to the same month last year, marking the first significant decline in six years since September 2020. Due to bad weather such as long rains, people refrained from going out and shopping, and the ninth category of expenses, such as food, utilities, and water, decreased.