SoftBank Exits Nvidia With $5.8 Billion Sale, Sharpens Focus on AI Bets

Mumbai, 11 November 2025: SoftBank Group has completely divested its stake in Nvidia, generating $5.8 billion from the sale. The move underscores founder Masayoshi Son’s renewed commitment to expanding the company’s investments in artificial intelligence. The exit also coincides with an unexpected fiscal second-quarter net income of $16.2 billion, largely driven by robust gains from its Vision Fund portfolio.

Why It Matters

SoftBank is shifting its portfolio to AI infrastructure and platforms. The company affirms a 4:1 stock split on January 1, indicating confidence in the long-term shareholder involvement and liquidity. It further reports that ownership in OpenAI and Oracle has contributed to the paper gains lift and a 78 per cent jump in share price during the three months through September.

Capital Pipeline And Allocation

Softbank already increased its stake in Nvidia in March to approximately $3 billion. As the exit is done, the management focuses on large AI initiatives such as:

• The implementation of the Stargate data centre.
• Proposed investment of OpenAI at $30 billion.
• Talks to create a one trillion-AI manufacturing hub in Arizona with a Taiwan Semiconductor Manufacturing Co. outreach.
• Previous investigation of a possible takeover of Marvell Technology.
• About $6.5 billion of money was allocated to the intended acquisition of chip designer Ampere Computing LLC.

Financial Context

NVIDIA’s sale, coupled with Vision Fund acquisitions, supports the high quarterly print of SoftBank and will be flexible to scale AI-first projects. The stock split offers a structural increment in the company to gain accessibility in trading using the company in its quest to invest in multi-year chips, computing, and data centres.

Key Highlights

The company disposed of its 100 per cent stake in Nvidia to the tune of $5.8 billion, reported $16.2 billion as net income in fiscal Q2, declared a 4-to-1 stock split effective January 1, and diversified its artificial intelligence offerings in data centres and chip-making.

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