SoftBank Raises Arm Margin Loan to $25 Billion as AI Bets Grow
THE SO WHAT
SoftBank levering Arm shares up to a $25 billion margin loan to fund more AI bets shows how much financial risk is now sitting under the AI capex wave. If you partner with or sell to highly levered AI investors, factor counterparty and funding risk into long-term deals—your revenue may be riding on their collateral.
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