The reported agreement by SoftBank Group Corp.  to acquire DigitalBridge Group, Inc.  for approximately $4.0 billion is not simply another large-cap infrastructure transaction. It is a strategic signal to global markets that the next phase of artificial intelligence leadership will be determined less by software breakthroughs and more by ownership of the physical systems that make AI possible. The immediate market reaction underscored this reality. Shares of DigitalBridge sur

In the second quarter of 2025, the world’s leading AI companies poured over $100 billion  into data centers, compute infrastructure, and...