DigitalBridge Group (NYSE: DBRG) saw its stock surge nearly 50% in a single trading session on rumors of a potential acquisition by SoftBank Group (OTCMKTS: SFTBF). The company’s portfolio includes a massive power bank of 20.9 gigawatts (GW), giving it a competitive advantage in the digital infrastructure market.

SoftBank’s interest in DigitalBridge lies in its power assets, as demonstrated by the company’s ability to convert power into revenue by leasing record amounts of data center capacity. This strategic advantage is driving SoftBank to consider acquiring DigitalBridge to accelerate its AI infrastructure deployment.

Before the takeover buzz, DigitalBridge traded below $10 a share despite analysts valuing its assets at $25 to $35 per share. The company’s strong performance is reflected in its Fee-Related Earnings (FRE) metric, which grew 43% year-over-year, attracting institutional investors and highlighting its fundamental strength.

Current investors in DigitalBridge stand to benefit from two potential scenarios: a successful acquisition by SoftBank leading to a significant premium, or the company’s recognition as a strategic player in the AI infrastructure market if talks fall through. The news has shed light on the company’s true value and competitive advantage.

The SoftBank news is a catalyst that has forced the market to recognize DigitalBridge as a critical utility for the AI revolution, not just a real estate company. With its control over vital power resources, the company is positioned to create long-term value for shareholders and play a key role in the digital economy’s growth.

Read more at Nasdaq.: SoftBank’s Next AI Move? DigitalBridge Rockets 46% on Takeover Buzz