SoftBank has sold its Nvidia stake for $5.8 billion, shifting its focus from chip production to the AI-driven innovations of OpenAI. The sale highlights a growing trend among major investors to prioritize software-led intelligence over hardware infrastructure.
The company’s quarterly profits jumped to 2.5 trillion yen, more than doubling year-over-year. Gains were primarily driven by valuation increases in AI holdings, signaling SoftBank’s growing confidence in this sector.
CFO Yoshimitsu Goto emphasized that the move was part of a calculated plan. “We’re freeing up capital for our $30 billion OpenAI commitment. It’s about long-term positioning, not short-term trading,” he said.
Nvidia’s shares fell 3.5%, contributing to a mild sell-off across the Nasdaq. Arm and Micron also posted losses as investors digested what many see as a rotation from hardware to software in the AI landscape.
Market experts argue that SoftBank’s realignment underscores a fundamental change in the technology ecosystem. By backing OpenAI, it is betting on intelligence and creativity as the true future of value creation in the AI era.