SoftBank Mempertimbangkan Peningkatan Pinjaman Apollo hingga $9 Miliar untuk Investasi OpenAI

BullEadge · 2026-09-17T17:19:13.000Z

($APO.US ) SoftBank Group dilaporkan sedang melakukan pembicaraan dengan Apollo Global Management untuk meningkatkan pinjaman yang didukung oleh aset di Vision Fund 2 dari $5,4 miliar menjadi hingga $9 miliar, menurut orang-orang yang mengetahui hal tersebut yang dikutip Bloomberg. Pendanaan tersebut belum final. Potensi peningkatan muncul ketika SoftBank terus memperluas investasinya di kecerdasan buatan, terutama melalui komitmen besarnya terhadap OpenAI. SoftBank telah mengucurkan sekitar $64,6 miliar untuk OpenAI dan juga menggunakan saham OpenAI-nya sebagai jaminan untuk pendanaan tambahan. Pada bulan Agustus, perusahaan tersebut menghimpun pinjaman senilai $10 miliar yang didukung oleh kepemilikan OpenAI dari pemberi pinjaman termasuk Apollo.

($APO.US ) SoftBank  Group is reportedly in talks with Apollo Global Management to increase a loan backed by assets in its Vision Fund 2 from $5.4 billion to as much as $9 billion, according to people familiar with the matter cited by Bloomberg.
The financing has not been finalized. The potential increase comes as SoftBank continues to expand its investment in artificial intelligence, particularly through its large commitment to OpenAI.
SoftBank has committed about $64.6 billion to OpenAI and has also used its OpenAI stake as collateral for additional financing. In August, the company raised a $10 billion loan backed by its OpenAI holding from lenders including Apollo.
The situation highlights how major AI investments are increasingly being supported by sophisticated financing structures. NAV loans allow investment firms to borrow against the value of assets held inside a fund, providing additional liquidity without immediately selling those assets.
At the same time, SoftBank's credit risk has attracted attention. Bloomberg reported that credit-default swaps on SoftBank rose to a three-year high this week, while the company has also been meeting investors regarding a potential overseas junk-bond offering.
Vision Fund 2 has made more than 300 investments since inception and has recently increased its exposure to OpenAI. The fund had more than $100 billion in committed capital as of February, according to Bloomberg.
Market Takeaway:
SoftBank's latest financing discussions show the scale of capital required to maintain its aggressive AI investment strategy. The key factors to watch are the final loan terms, SoftBank's leverage, OpenAI's future funding requirements, and broader investor sentiment toward AI-related assets.
Analysis only — not financial advice or a buy signal.
#SoftBank  #OpenAI  #AI #Apollo  #Crypto  #Technology 