软银计划在法国投资750亿欧元建设5吉瓦AI数据中心SoftBank Plans Up to €75 Billion Investment in French AI Centers
软银集团（SoftBank Group Corp.）于2026年5月30日正式宣布，计划在法国投资高达750亿欧元（约合870亿至880亿美元），用于建设总容量为5吉瓦的人工智能（AI）数据中心。根据软银发布的官方声明，这一宏伟项目的第一阶段将涉及450亿欧元的初始资金投入，目标是到2031年在法国北部的法兰西大区（Hauts-de-France）交付3.1吉瓦的AI数据中心容量。这一举措标志着软银在人工智能基础设施领域的重大扩张，旨在利用法国日益增长的技术潜力和战略地位，将其打造为欧洲乃至全球领先的AI计算枢纽。此次投资不仅是软银历史上规模最大的单笔海外投资之一，也反映了该公司在全球范围内重新布局AI硬件资产的战略转型。
SoftBank Group Corp. announced on May 30, 2026, plans to invest as much as €75 billion ($87 billion to $88 billion) to build 5 gigawatts of artificial intelligence data center capacity in France. According to a statement released by the company, the first phase of this ambitious project comprises an initial €45 billion investment to deliver 3.1 gigawatts of AI data center capacity in the Hauts-de-France region by 2031. This move marks a significant expansion for SoftBank in the field of AI infrastructure, aiming to leverage France's growing technological potential and strategic position to establish it as a leading AI computing hub in Europe and globally. The investment represents one of the largest single overseas commitments in SoftBank's history and reflects the company's strategic pivot toward redistributing its AI hardware assets on a global scale.
此次大规模投资协议的达成，是软银创始人兼首席执行官孙正义（Masayoshi Son）与法国总统埃马纽埃尔·马克龙（Emmanuel Macron）之间长期“私人外交”的直接成果。两人于今年早些时候在马克龙访问日本期间举行了深入会晤，就加强法国在人工智能领域的地位以及吸引全球科技巨头入驻达成了共识。软银在声明中强调，法国已准备好迎接这一挑战，其稳定的能源供应和积极的政策环境使其成为建设大规模数据中心的理想选择。通过这一项目，软银正积极将其业务重心从传统的软件和互联网投资转向更具战略意义的AI物理基础设施，并试图在竞争激烈的美国市场之外开辟新的增长极。
The massive investment agreement is the direct result of personal diplomacy between SoftBank founder and CEO Masayoshi Son and French President Emmanuel Macron. The two leaders held in-depth meetings earlier this year during Macron's trip to Japan, reaching a consensus on strengthening France's position in the AI sector and attracting global tech giants. SoftBank emphasized in its statement that France is poised for this challenge, noting that the country's stable energy supply and proactive policy environment make it an ideal choice for building large-scale data centers. Through this project, SoftBank is actively shifting its business focus from traditional software and internet investments to more strategic AI physical infrastructure, seeking to establish new growth engines outside the highly competitive U.S. market.
01投资规模与分阶段实施计划Investment Scale and Phased Implementation
软银的投资计划在规模上极具震撼力，总额预计将达到14万亿日元（约880亿美元）。为了确保这一庞大项目的稳步推进，软银制定了明确的分阶段实施时间表，重点聚焦于法国北部的工业地带。首期工程将投入450亿欧元，专注于在2031年前完成超过3吉瓦的容量建设。这一规模不仅在法国国内绝无仅有，在整个欧洲范围内也将处于领先地位，旨在为下一代大语言模型和复杂AI应用提供必要的算力支撑。
SoftBank's investment plan is massive in scale, with the total expected to reach approximately 14 trillion yen ($88 billion). To ensure steady progress on such a vast project, SoftBank has established a clear phased implementation schedule, focusing heavily on the industrial heartlands of northern France. The initial phase will involve a €45 billion commitment, specifically targeting the completion of over 3 gigawatts of capacity by 2031. This scale is unprecedented within France and will place the country at the forefront of European infrastructure, designed to provide the necessary computing power for next-generation large language models and complex AI applications.
| 阶段 | 投资金额 | 目标容量 |
|---|---|---|
| 第一阶段 (至2031年) | 450亿欧元 | 3.1 吉瓦 |
| 最终目标 | 高达750亿欧元 | 5 吉瓦 |
| Phase | Investment Amount | Target Capacity |
|---|---|---|
| Phase 1 (by 2031) | €45 Billion | 3.1 GW |
| Final Target | Up to €75 Billion | 5 GW |
02外交背景与战略动机Diplomatic Context and Strategic Motivation
该协议的达成离不开孙正义与马克龙之间的紧密互动。在马克龙今年早些时候访问日本期间，双方就技术合作进行了深入探讨，马克龙积极推销法国作为欧洲AI中心的愿景。对于软银而言，此次向法国扩张是其超越美国市场、在全球范围内布局AI生态系统的重要一步。孙正义一直致力于将软银转型为一家以AI为核心的企业，而拥有稳定核能供应和明确数字主权政策的法国被视为理想的扩张目的地，能够为其长期战略提供稳定的运营环境。
The agreement was made possible by the close interaction between Masayoshi Son and Emmanuel Macron. During Macron's visit to Japan earlier this year, the two sides held in-depth discussions on technological cooperation, with Macron actively promoting France's vision as a European AI hub. For SoftBank, this expansion into France represents a critical step in moving beyond the U.S. market to build a global AI ecosystem. Son has been dedicated to transforming SoftBank into an AI-centric enterprise, and France—with its stable nuclear energy supply and clear digital sovereignty policies—is viewed as an ideal destination that can provide a stable operating environment for its long-term strategy.
软银表示，法国已准备好迎接这一挑战，该国在人工智能领域的潜力使其成为建设大规模数据中心的理想选择。
SoftBank stated that France is poised for this challenge, noting the country's potential in the AI sector makes it an ideal choice for building large-scale data centers.
软银集团官方声明SoftBank Group Official Statement
03对欧洲AI格局的影响Impact on the European AI Landscape
如果5吉瓦的容量目标得以实现，法国将拥有欧洲最强大的AI计算基础设施之一。这不仅能吸引更多的科技初创企业和研究机构，还将增强欧洲在面对美国和中国竞争时的“数字主权”。法兰西大区作为此次投资的核心区域，预计将从这一高科技基础设施建设中获得显著的经济带动作用。除了直接的建设投资外，该项目还将带动当地电力基础设施的升级，并创造数千个高技能就业岗位，进一步巩固法国在欧洲科技版图中的核心地位。
If the 5-gigawatt capacity target is realized, France will possess one of the most powerful AI computing infrastructures in Europe. This would not only attract more tech startups and research institutions but also enhance Europe's 'digital sovereignty' in the face of competition from the U.S. and China. As the core region for this investment, Hauts-de-France is expected to see significant economic benefits from this high-tech infrastructure development. Beyond direct construction investment, the project is anticipated to drive upgrades in local power infrastructure and create thousands of high-skilled jobs, further cementing France's central role in the European technology landscape.
