SoftBank’s €75 Billion France Bet Puts Sovereign AI Infrastructure on the Map

In early June 2026, SoftBank pledged up to €75 billion for a 5-gigawatt AI infrastructure project in France, anchored by a major hub in Dunkirk, with an initial 3.1-gigawatt phase targeted for 2031. It is one of the largest single AI infrastructure commitments announced anywhere in the world so far this year, and it reframes what an AI investment story can look like: not a model release or a chip announcement, but a multi-decade bet on land, power, and sovereign capacity.