Microsoft Commits $10B to Japan AI Infrastructure with SoftBank, Sakura Deal
Microsoft said it will pour $10 billion into AI infrastructure in Japan, partnering with SoftBank and cloud provider Sakura Internet. The announcement sent Sakura Internet shares up 20.27% on Friday, reflecting investor enthusiasm that the company will play a central role supplying local cloud and data center capacity for large-scale AI workloads (Ticker: SKU).
The deal matters because it accelerates onshore AI infrastructure at a time when data residency, latency and regulatory considerations are pushing enterprises to favor local cloud options. For Microsoft, the move strengthens its competitive position against other hyperscalers in Asia; for Sakura and SoftBank, it could mean increased contracts, upgrades to facilities and faster enterprise AI deployments across sectors from manufacturing to finance.