Japanese investment conglomerate SoftBank Group announced that it has sold its entire stake in Nvidia for approximately $5.8 billion, signalling a strategic pivot toward fresh artificial-intelligence and semiconductor investments. The sale was completed in October and precedes a broader initiative by founder Masayoshi Son to deepen the company’s AI infrastructure exposure.
SoftBank simultaneously reported that its operating profit tripled year-on-year during the first half of its fiscal year, as gains from its Vision Fund – particularly its OpenAI and Arm holdings – powered performance. The divestment of Nvidia is viewed by analysts as freeing capital to fund a targeted AI growth strategy while reducing reliance on a single tech giant.
While market watchers welcomed the profit-take, some cautioned that exiting Nvidia may represent a missed opportunity given the chipmaker’s soaring growth trajectory. The move underscores SoftBank’s increasingly dynamic approach to managing its tech portfolio amid rapid shifts in AI and semiconductor leadership.