SoftBank has sold its entire $5.83 billion stake in U.S. chipmaker Nvidia, signaling a strategic shift toward funding the next wave of artificial intelligence ventures. The Tokyo-based conglomerate also liquidated part of its T-Mobile holdings for $9.17 billion, reinforcing its focus on building capital for aggressive AI expansion.
Chief Financial Officer Yoshimitsu Goto announced that the move is part of SoftBank’s “asset monetization” strategy, which aims to provide new investment opportunities while maintaining financial strength. “Through these options and tools, we make sure we are ready for funding in a very safe manner,” Goto said during the investor presentation.
The company is expected to channel over $30 billion in the October–December quarter alone — including $22.5 billion for OpenAI and $6.5 billion for semiconductor firm Ampere.
Ties with Nvidia Remain Through AI Ventures
Although SoftBank’s complete exit from Nvidia surprised markets, it’s not the first time the group has cashed out of the chipmaker. Its Vision Fund had previously sold its $4 billion Nvidia stake back in 2019.
Despite this latest selloff, SoftBank’s technology ventures remain closely linked to Nvidia. The company continues to rely on Nvidia’s chips for its $500 billion Stargate project, which focuses on developing massive AI data centers across the United States.
Equity research analyst Rolf Bulk of New Street Research stated that the sale “should not be seen as a cautious or negative stance on Nvidia, but rather as a reallocation of capital for upcoming AI investments.”
Vision Fund Reports Record $19 Billion Gain
SoftBank’s Vision Fund, the company’s flagship tech investment vehicle, delivered a record $19 billion gain this quarter — doubling the group’s net profit compared to last year. The fund’s success is largely driven by its early bet on OpenAI, whose valuation has surged past $500 billion, making it one of the world’s most valuable AI firms.
Goto emphasized that this performance reinforces SoftBank’s long-term strategy of dominating the AI value chain — from chipmakers and data centers to language models and robotics startups.
Market Reaction and Outlook
SoftBank’s shares have been volatile in recent weeks amid concerns about a potential “AI bubble.” However, the company remains optimistic, announcing a four-for-one stock split to increase accessibility for retail investors.
Goto added that SoftBank intends to “provide as many investment opportunities as possible” while preparing for a global AI-driven future.
Market analysts say the company’s latest moves position it as a central player in the AI economy — shifting from chip holdings to ownership of AI infrastructure, platforms, and startups.
Key Takeaway
SoftBank’s sale of its Nvidia stake is not a retreat — it’s a recalibration. The company is betting on AI as the foundation of its next decade of growth, with OpenAI, Ampere, and Stargate at the center of its global investment strategy.
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