# Who does SoftBank Group pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/softbank · Facet: suppliers · Updated: 2026-07-12T04:05:14.37+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: SoftBank Group discloses no named confirmed suppliers/cost counterparties; 2 relationships are tracked as undisclosed/aggregate. Per the valuechain.wiki graph: 2 cost edges, backed by 1 dated sources, 1 of them primary filings (as of 2026-07-12).

### OpenAI (high)  → /openai.md
- metric: Amount $64.6B · 누적 약정 · ~13% stake
- note: OpenAI's largest outside investor after Microsoft. A $30B follow-on committed in Feb 2026 lifts cumulative investment to about $64.6B for a ~13% stake on completion. SVF2 booked ~¥6.5T of OpenAI-related investment gains in FY2025.
- [confirms] Newspim (KO, news, published 2026-05-14) https://www.newspim.com/news/view/20260514000060: "As of end-March SBG had invested about $34.6B in OpenAI and plans to expand cumulative investment to about $64.6B by year-end."
- [confirms] SoftBank Group Corp. (EN, filing, published 2026-05-13) https://group.softbank/media/Project/sbg/sbg/pdf/ir/presentations/2025/investor-presentation_q4fy2025_01_en.pdf: "In Feb 2026, SBG entered into a definitive agreement with OpenAI for a $30B follow-on investment. Upon completion, SBG's cumulative investment in OpenAI will reach $64.6B."
- [mentions] AInvest (EN, analysis, published 2026-04-01) https://www.ainvest.com/news/softbank-openai-bet-13-stake-ai-future-funded-global-debt-discipline-2604/: "$30B follow-on; $64.6B cumulative; ~13%."
- [confirms] CNBC (EN, news, published 2025-11-11) https://www.cnbc.com/2025/11/11/softbank-earnings-report-2q.html: "Vision Fund posted a $19 billion gain driven by OpenAI."
- [confirms] SoftBank Group (EN, ir, published 2025-09-24) https://group.softbank/en/news/press/20250924: "Stargate at ~7GW planned across new sites."
- [confirms] OpenAI (EN, ir, published 2025-01-21) https://openai.com/index/announcing-the-stargate-project/: "Stargate $500B; SoftBank as financial lead."

### 금융기관 차입 (Arm 주식 담보 마진론) (high)
- metric: Amount $11.5B · Arm-share margin loan
- note: Large-scale borrowings, including a margin loan collateralized by its Arm stake, fund AI investments. During FY2025 the Arm-share margin loan increased by about $11.5B (~¥1.8T).
- [confirms] SoftBank Group Corp. (EN, filing, published 2026-05-13) https://group.softbank/media/Project/sbg/sbg/pdf/ir/presentations/2025/investor-presentation_q4fy2025_01_en.pdf: "Margin loan (Arm shares): +$11.5B / +¥1.8T."

### 금융기관 차입 (OpenAI 투자 브리지론) (high)
- metric: Amount $8.5B · bridge loan
- note: To fund the OpenAI investment, in Apr 2025 SBG borrowed $8.5B from financial institutions and on-lent the same amount to SVF2. A bridge loan for the OpenAI follow-on.
- [confirms] SoftBank Group Corp. (EN, filing, published 2026-05-13) https://group.softbank/media/Project/sbg/sbg/pdf/ir/presentations/2025/investor-presentation_q4fy2025_01_en.pdf: "In Apr 2025, SBG borrowed $8.5B from financial institutions for the purpose of investing in OpenAI, and on-lent the same amount to SVF2."

### Arm Holdings (high)  → /arm.md
- metric: Market share 90%
- note: Controlling shareholder of UK chip-IP designer Arm Holdings with about a 90% stake. Arm's rally directly lifts SBG's net asset value. As a consolidated subsidiary, Arm's share-price moves are not recognized in consolidated P/L.
- [confirms] Yahoo Finance (EN, news, published 2026-05-22) https://finance.yahoo.com/markets/stocks/articles/softbank-group-tse-9984-stock-200849501.html: "SoftBank owns nearly 90% of British chip designer Arm, making every rally in Arm a direct boost to its net asset value."
- [confirms] SoftBank Group Corp. (EN, filing, published 2026-05-13) https://group.softbank/media/Project/sbg/sbg/pdf/ir/presentations/2025/investor-presentation_q4fy2025_01_en.pdf: "Share price changes of consolidated subsidiaries (incl. Arm and SBKK) do not impact consolidated P/L. Arm is a consolidated subsidiary."
- [mentions] AInvest (EN, analysis, published 2026-04-01) https://www.ainvest.com/news/softbank-openai-bet-13-stake-ai-future-funded-global-debt-discipline-2604/: "Considering $11.5B borrowing against Arm stake."

Reverse side: https://valuechain.wiki/softbank/customers.md · Ripple: https://valuechain.wiki/softbank/ripple.md

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Full node: https://valuechain.wiki/softbank.md · JSON: https://valuechain.wiki/softbank.json