SoftBank posts $7B quarterly net loss on AI data center equipment writedown

The writedown is notable less for its size than for what it signals: SoftBank committed capital to power-generation equipment ahead of confirmed U.S. data center buildouts, and the procurement reset shows how quickly AI infrastructure timelines can slip. That exposure sits alongside a Vision Fund swing to loss and an Intel markdown, meaning the same balance sheet is absorbing both private AI bets and public semiconductor volatility. Whether the equipment adjustment proves a one-off timing issue or a broader recalibration of AI infrastructure spending is the open question worth watching.