US EditionSoftBank Exits Nvidia, Redirects $5.8 Billion to OpenAI and AI Buildout
SoftBank sold its $5.8 billion Nvidia stake in October 2025 to fund over $30 billion in AI investments, including OpenAI and the $500 billion Stargate data center project.
- Selling roughly 32 million Nvidia shares last month, SoftBank Group Corp. raised about $5.8 billion to fund investments in OpenAI and large AI infrastructure projects.
- To fund its OpenAI commitments, SoftBank Group Corp. moved to sell Nvidia shares to `take advantage of its gains` and redirect cash toward its $22.5 billion OpenAI commitment, CFO Yoshimitsu Goto said.
- Nvidia Corp.'s valuation crossed a record $5 trillion this year as its graphics chips power nearly every large AI model training run, soaring more than 1,085% over three years.
- Analysts cautioned that the exit stokes valuation concerns, as Nvidia shares briefly tumbled nearly 4%, though Jay Woods said, `I don't think it is a direct shot at Nvidia.`
- Masayoshi Son has positioned SoftBank as a central AI player by joining the Stargate Project, a $500 billion AI infrastructure initiative, but rollout delays highlight execution risks.
127 Articles
127 Articles
SoftBank Dumps $5.8B Nvidia Stake to Subsidize Other AI Bets
SoftBank, one of the world’s most prominent technology investors, has placed astronomical bets on the future of artificial intelligence. On Tuesday, it said Nvidia is no longer one of them. Japanese billionaire Masayoshi Son’s firm sold its entire stake in the chipmaker at the heart of the AI boom, totalling 32.1 million shares, for $5.8 billion last month. The news reignited concerns among some investors about an AI bubble, but SoftBank said it…
Why Softbank selling entire Nvidia stake for $5.8 bn has stirred AI bubble fears
Market watchers say the move also highlights a shift within the AI investment landscape. By cashing out of Nvidia and doubling down on OpenAI, SoftBank appears to be repositioning itself from a chip investor to a broader ecosystem player
Softbank's Nvidia dump signals return of 'The Big Short'
Masayoshi Son’s sudden U-turn on chipmaking sensation Nvidia is fueling a bull market in questions about what, oh what, the SoftBank founder is thinking. The popular theory is that Japan’s richest man is selling his stake — savvily pocketing US$5.8 billion — to bankroll other artificial intelligence (AI) investments. It follows that Son isn’t making a […] The post Softbank’s Nvidia dump signals return of ‘The Big Short’ appeared first on Asia Ti…
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