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SoftBank-Sesterce AI data center project

New narrative with limited coverage — still forming.

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Velocity ▲ 0.0

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Sources 2

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Ticker	Sector	Change
SB	Industrials	+29.3%
T	Telecommunication	+6.0%

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Event Timeline

Jun 03, 2026 SoftBank Drops a €75 Billion AI Bomb on France Bullish

Jun 02, 2026 France attracts $108 billion in foreign investment, half for SoftBank data centres Bullish

Jun 01, 2026 SoftBank, Sesterce JV To Develop 1 GW AI Data Center Campus In … Neutral

SoftBank Drops a €75 Billion AI Bomb on France Yahoo Finance · Jun 03, 2026 Mixed SoftBank, Sesterce JV To Develop 1 GW AI Data Center Campus In France; Stock Up Nasdaq · Jun 01, 2026 Mixed

Top Movers

Ticker	Sector	Change
SB	Industrials	+29.3%
T	Telecommunication	+6.0%

🤖 AI Overview

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SoftBank has committed €75 billion to build Europe's largest AI data center network in France, with half of the €93 billion in total foreign investments pledged to France in 2023 earmarked for this project. The joint venture between SoftBank and French AI company Sesterce aims to develop a 1 GW AI data center campus in Bosquel, France.

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This development drives growth in the European data center sector, with France positioning itself as a global AI leader by leveraging its nuclear capacity. The project boosts SoftBank's and Sesterce's valuations, while also attracting other investments to France. Competitors in the data center space, such as Equinix and Digital Realty, may face increased competition in Europe.

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Key catalysts to watch include: 1) the groundbreaking ceremony for the data center campus, expected in Q3 2023; 2) SoftBank's and Sesterce's quarterly earnings reports, which will provide updates on the project's progress and potential impacts on their financials; and 3) any regulatory decisions regarding the project's environmental impact and approvals.

AI Overview as of Jun 03, 2026

Timeline

First SeenJun 03, 2026

Last UpdatedSep 29, 2026

SoftBank-Sesterce AI data center project

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