SoftBank founder Masayoshi Son said at the SoftBank World conference in Tokyo that nuclear fusion will become a new, cheaper, cleaner and safer primary energy source and could replace natural gas for AI data centers within about 15 years. He said natural gas will still supply most data-center power in the near term but predicted global data-center installed capacity will reach 3 TW by 2040. Son added that the large capital outlays for data-center infrastructure will ultimately pay off and dismis

2026-07-14

SoftBank founder Masayoshi Son said at the SoftBank World conference in Tokyo that nuclear fusion will become a new, cheaper, cleaner and safer primary energy source and could replace natural gas for AI data centers within about 15 years. He said natural gas will still supply most data-center power in the near term but predicted global data-center installed capacity will reach 3 TW by 2040. Son added that the large capital outlays for data-center infrastructure will ultimately pay off and dismissed questions of an AI investment bubble as "extremely stupid," saying critics do not understand or use AI.