Japanese tech conglomerate SoftBank Group has sold 21.5 million shares of T‑Mobile US, raising $4.8 billion at $224 per share. This sale, executed at a ~3% discount to T‑Mobile’s $230.99 closing price, underscores SoftBank’s pivot toward funding its ambitious artificial intelligence initiatives
🔹 Strategic Use of Funds
- AI infrastructure: The capital boost supports SoftBank’s major AI initiative, including a $30 billion investment plan aligned with OpenAI, Oracle, and MGX under the “Stargate” project
- Financial flexibility: Proceeds will enhance SoftBank’s balance sheet, allowing for continued investment in strategic ventures and to maintain low adjusted loan-to-value ratios
🕴️ Impact on Ownership
- Remaining stake: Post-sale, SoftBank retains approximately 7.5% (85.36 million shares) of T‑Mobile, making it the second-largest shareholder behind Deutsche Telekom
- Block sale details: The unregistered overnight block sale was managed by Bank of America, offering shares in the $224–$228 range at a ~3% discount
📉 Market Reaction
- T‑Mobile stock dip: Shares dropped ~4.8% pre-market to $220 following the announcement barrons.com.
- SoftBank shares: Its Tokyo-listed stock rose ~2.1%, reflecting investor approval of capital reallocation toward AI
📊 Financial Context
| Metric | Detail |
|---|---|
| Shares sold | 21.5 million |
| Sale price | $224 per share |
| Discount to closing price | ~3% |
| Funds raised | $4.8 billion |
| Remaining T‑Mobile stake | ~7.5% (85.36 million shares) |
| Largest T‑Mobile shareholder | Deutsche Telekom |
✅ Final Thoughts
The SoftBank T-Mobile share sale marks a decisive shift in capital allocation toward AI and future technology ventures. Despite a minor market dip for T-Mobile, the move strengthens SoftBank’s capabilities to invest heavily in AI infrastructure—positioning the group for strategic growth in emerging tech.
