SoftBank Group announced that it has sold its entire stake in NVIDIA Corporation, in a transaction valued at $5.83 billion.
The sale comprised about 32.1 million shares and was completed in October 2025.
SoftBank reported that the move was aligned with its broader plan to redeploy capital toward artificial intelligence infrastructure and other strategic investments.
Why This Sale Matters
1. Strategic Shift Toward AI
SoftBank is clearly redirecting resources away from simply holding listed-equity positions like Nvidia toward heavy investments in AI platforms, infrastructure and partnerships.
By selling the stake in Nvidia, SoftBank freed up billions of dollars to fund its growing commitments in AI.
2. Timing and Market Implications
Nvidia is a central player in the AI hardware and accelerated-computing ecosystem, so selling such a stake is significant. The sale sends a signal about how SoftBank views the landscape—and where it sees value.
It may also influence how markets view SoftBank’s portfolio and its future moves in AI-related sectors.
3. Financial Impact
The sale contributes to SoftBank’s strong quarterly results. For Q2 (ended September 2025) it reported a net profit of approximately ¥2.5 trillion (~$16 billion), more than double the prior year.
This improved performance provides SoftBank greater flexibility for its next wave of investments.
Background Context
- SoftBank has several major technology investment engines (including the Vision Funds) and has been building its exposure to AI, semiconductors and infrastructure. Reuters
- Nvidia has been one of the most valuable companies in the world, especially given its leading role in GPUs, AI accelerators and computing platforms.
- SoftBank previously held large stakes in Nvidia and other key tech companies, so this complete divestment is notable in terms of strategy and timing.
Risks & Considerations
- While the sale unlocks capital, it also means SoftBank may miss future upside from Nvidia’s continuing growth in AI hardware and data-centre markets.
- Investors may interpret this as SoftBank indicating it sees other opportunities as more compelling—but that brings execution risk, especially in the rapidly evolving AI sector.
- The timing of the sale may raise questions: did SoftBank sell too early relative to Nvidia’s growth trajectory? Some commentary suggests this may be the case. The Economic Times
- For Nvidia, losing a long-term strategic investor may raise questions around shareholder base and investor sentiment—though given Nvidia’s scale, the immediate impact is likely modest.
What to Watch Going Forward
- How SoftBank redeploys the proceeds from the sale—what specific AI or infrastructure investments it makes.
- Nvidia’s share-price reaction and how the market interprets this large sale—if it triggers reassessment of SoftBank or Nvidia strategy.
- Whether SoftBank will invest further in other chip/AI companies (for example, its holdings in Arm Holdings and others).
- The broader impact on the AI investment ecosystem: If major investors restructure their holdings, that may impact valuations across the sector.
Final Word
The sale by SoftBank of its entire Nvidia stake for $5.83 billion marks a significant strategic decision. It underscores SoftBank’s pivot from holding legacy-tech equity positions to aggressively investing in AI-driven future platforms.
For Nvidia, it is a headline move—though likely not materially impactful for its operations given its size. The key takeaway is that SoftBank is doubling down on its bet that AI and computing infrastructure will dominate the coming decade.
