SoftBank’s $5.8B Nvidia Sale Fuels Next-Generation AI Vision

SoftBank has sold its Nvidia stake worth $5.8 billion to fund a massive expansion of its OpenAI investment portfolio. The move signals its confidence in the long-term profitability of generative AI technologies.
The Japanese investor reported a second-quarter profit of 2.5 trillion yen, more than doubling from last year’s level. The strong results were attributed to revaluation gains across AI-related assets.
CFO Yoshimitsu Goto said the company plans to deploy over $30 billion into OpenAI. “We view this as a strategic reallocation of capital to the next frontier of AI,” he explained.
Nvidia’s shares dropped 3.5% following the announcement, while other tech giants also saw small declines. The Nasdaq Composite fell 0.85% in early trading as investors digested SoftBank’s decision.
Analysts say the timing is deliberate—SoftBank is capitalizing on Nvidia’s peak valuation to reinvest in platforms that can leverage AI’s broader economic potential, from data analytics to enterprise solutions.