SoftBank Sells Nvidia Shares to Double Down on AI Investments
In October 2025, SoftBank Group made headlines by selling 32.1 million Nvidia shares for an impressive $5.83 billion. This strategic decision was part of the Japanese conglomerate’s robust artificial intelligence (AI) investment plan, as it sets its sights on funding high-value projects such as OpenAI and Ampere Computing. With exploding AI demands, SoftBank’s calculated move highlights its commitment to staying ahead in the tech and AI industries.
How the Sale Aligns with SoftBank’s Vision
SoftBank’s strategy involves monetizing assets to fund transformative technologies. According to Chief Financial Officer Yoshimitsu Goto, this divestment is a step toward maintaining financial health while pursuing groundbreaking opportunities in AI development. The sale also adds to SoftBank’s earlier investment history, such as its complete Nvidia exit in 2019 when it sold a $4 billion stake after holding positions since 2017. By reallocating capital from Nvidia, SoftBank plans to enhance its portfolio in AI infrastructure, robotics, and advanced language models.
Breaking Down the Numbers
The proceeds from the Nvidia sale will go toward SoftBank’s quarterly allocation of over $30.5 billion, which includes:
- $22.5 billion for OpenAI, the leader in generative AI and creator of groundbreaking tools like ChatGPT.
- $6.5 billion for Ampere Computing, a rising chip designer specializing in efficient data center solutions.
This capital infusion allows SoftBank to maintain its aggressive investment pace, with analysts noting that the company is now committing more funds in a single quarter than it did in two full years previously.
SoftBank’s Ties with Nvidia Still Intact
Despite the sale, SoftBank’s relationship with Nvidia remains strong, particularly through the $500 billion Stargate data center project. These data centers, spread across the United States, are expected to deploy Nvidia’s market-leading graphics processing units (GPUs), further solidifying Nvidia’s dominance in the AI chip industry. Public appearances by SoftBank CEO Masayoshi Son alongside Nvidia CEO Jensen Huang at AI events reinforce this continuing partnership even after significant divestments.
Nvidia’s Role in the AI Revolution
Nvidia has emerged as the go-to company for AI hardware, dominating the space with GPUs tailored to machine learning and data center workloads. The company’s role in enabling AI advancements has propelled it to the forefront, making it an attractive investment for organizations such as SoftBank. However, SoftBank’s recent exit demonstrates its strategy of capitalizing on peak valuations to reinvest in other cutting-edge AI projects, such as OpenAI, which now boasts a valuation nearing $500 billion.
Broader Implications for AI and Investment Strategies
By generating a $19 billion gain in the fiscal second quarter through its Vision Fund, SoftBank has doubled its profits within a quarter. This demonstrates the tremendous value and potential AI-based companies hold. The Vision Fund’s focus on areas like AI infrastructure, robotics, and payment systems positions it as an influential driver of tech innovation. As SoftBank now controls roughly $35 billion in cash reserves, the company is poised to make even bolder moves in the evolving AI landscape.
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Stay in the loop as SoftBank and Nvidia shape the future of AI technology. These strategic decisions are driving innovation in ways that will redefine our lives and work in the years to come.
