SoftBank Group Sells Entire NVIDIA Stake for $5.83 Billion, Shifts Focus Toward AI Investments

Kim Jisun

stockmk2020@alphabiz.co.kr | 2025-11-12 06:57:46

 

[Alpha Biz= Kim Jisun] TOKYO, November 11, 2025 — SoftBank Group Corp., led by Chairman Masayoshi Son, announced that it has sold its entire stake in U.S. chipmaker NVIDIA for $5.83 billion, securing a profit of ¥354.4 billion (approximately $2.35 billion).


According to the company’s semiannual financial report for the fiscal year ending March 2026, SoftBank offloaded 32.1 million NVIDIA shares in October.


Market analysts interpret the sale as a strategic move to secure liquidity for large-scale investments in artificial intelligence (AI) ventures, particularly OpenAI. SoftBank has already invested $10.8 billion in OpenAI as of September and plans to inject an additional $22.5 billion next month. The current fair value of its existing stake is estimated at $26.5 billion.


Industry observers note that Son’s renewed focus on AI aligns with his long-term vision of positioning SoftBank as a global leader in the AI ecosystem. However, some analysts criticized the timing of the NVIDIA divestment, given the chipmaker’s continued dominance in AI infrastructure.


In 2019, SoftBank also sold a 4.9% stake in NVIDIA, realizing a $3.3 billion gain at the time but later missing out on an estimated $150 billion in potential upside as NVIDIA’s stock price soared.

 

 

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