Forecast raised – The company doubled its expected cloud and AI revenue CAGR for FY2026-FY2027 to 30%, driven by AI computing infrastructure and related services. Japanese carrier SoftBank said its AI business has entered the monetization phase, prompting the company to reorganize its reporting structure, raise its cloud and AI growth outlook and continue expanding investment in AI infrastructure as demand accelerates. One of the strongest indicators of that momentum was SoftBank’s decision to significantly raise its medium-term cloud and AI growth expectations. Costs rose alongside revenue growth, while depreciation increased primarily because AI infrastructure assets are now reported within the Enterprise segment. SoftBank also reiterated its commitment to continue expanding AI infrastructure while maintaining financial discipline.