SoftBank cashes out $5.8bn Nvidia stake to fund OpenAI bet

5 days ago 4

Alex Daniel

Tue, November 11, 2025 astatine 7:09 AM CST 2 min read

Masayoshi Son’s SoftBank amazed investors erstwhile it said it had sold its full Nvidia involvement for astir $5.83 cardinal to assistance money much bets connected AI.

The Tokyo-based conglomerate said it offloaded astir 32 cardinal shares successful the U.S. chipmaker past period arsenic it builds up superior for its expanding concern successful OpenAI. Nvidia shares slipped 1.5% successful aboriginal U.S. trading Tuesday.

Chief fiscal serviceman Yoshimitsu Goto said successful translated comments that the determination was “nothing to bash with Nvidia itself.” He said: “This twelvemonth our concern successful OpenAI is large, much than $30 cardinal needs to beryllium made. For that we bash request to divest our existing portfolios.”

He added: “We privation to supply a batch of concern opportunities for investors, portion we tin inactive support fiscal strength.”

SoftBank’s results for the six months to September showed profits astir tripled from a twelvemonth earlier, climbing to astir 2.5 trillion yen ($13 billion). Revenue grew 7.7% to 3.7 trillion yen ($24 billion).

A $19 cardinal nett from the group’s Vision Fund partially fuelled those gains, reflecting higher valuations successful tech and AI stocks successful general. The money has been expanding crossed AI including successful semiconductors, robotics, and ample connection models.

“The crushed we were capable to person this effect is due to the fact that of September past year, that was the archetypal clip we invested successful OpenAI,” Goto said.

SoftBank’s laminitis Masayoshi Son has been positioning the radical arsenic a cardinal subordinate successful planetary AI development. In February, helium appeared with President Donald Trump, OpenAI’s Sam Altman, and Oracle co-founder Larry Ellison to unveil a planned $500 cardinal AI infrastructure task called Stargate.

But it besides comes arsenic concerns turn astir an overheated AI market, arsenic tech firms determination billions into caller projects. Some investors person warned that valuations person raced up of real-world profits. When asked astir those fears, Goto said: “I can’t accidental if we’re successful an AI bubble oregon not.”