SoftBank Group has sold its entire $5.8 billion stake in Nvidia to fund a sweeping new wave of investments in artificial intelligence, signalling a dramatic shift in the Japanese conglomerate’s tech investment strategy.
SoftBank offloaded about 32 million shares of Nvidia in October 2025, marking the end of its multi-year investment in the U.S. chipmaking giant. The sale comes at a time when Nvidia’s valuation has soared past $5 trillion, making it one of the world’s most valuable companies.
Despite Nvidia’s dominance in AI hardware, SoftBank stated that the divestment was not a reflection of doubt in Nvidia’s future, but rather part of a “monetise and redeploy” strategy aimed at unlocking capital for next-generation AI ventures.
The proceeds from the Nvidia sale are being channelled into a series of ambitious AI initiatives.
Among the most prominent is a planned $30 billion investment in OpenAI, alongside participation in a $1 trillion AI manufacturing hub in Arizona, which includes partnerships with companies like TSMC and Ampere.
SoftBank is also backing the Stargate project, a hyperscale data centre initiative designed to support advanced AI model development.
Masayoshi Son, SoftBank’s founder and CEO, has long championed artificial intelligence as the cornerstone of future innovation. This latest move underscores his commitment to transitioning SoftBank’s portfolio from hardware-centric investments to software-driven intelligence platforms.
The sale has sparked mixed reactions in financial circles. While some investors view the move as a savvy reallocation of capital, others worry it may signal overheating in the AI sector. Nvidia shares dipped slightly following the announcement, though its market cap remains robust
