SoftBank Group has sold its entire $5.83 billion stake in Nvidia, redirecting its boost toward AI Plans, including a planned $40 billion investment in OpenAI. The move reflects a strategic shift from hardware to AI software and data-driven ventures.
A significant shift in the realm of technology investment has been witnessed. SoftBank Group of Japan has sold its entire stake in chip-maker Nvidia Corporation for $5.83 billion. Financial records reveal that in October 2025, the Tokyo-based company sold 32.1 million Nvidia shares, thereby completing its departure from its interest in the GPU-specialist company.
Even though Nvidia has been showing great performance, SoftBank has decided to invest its funds in its ambitious AI plan, which is especially in support of OpenAI. SoftBank’s Group
As stated by CFO Yoshimitsu Goto, the company was refining its attention on creating a ‘Physical AI’ infrastructure and increasing its relevance in the next wave of computer platforms.
The sale fits with SoftBank’s previously revealed intentions to pour up to US $40 billion into OpenAI and related projects. On the day of the announcement, Nvidia’s shares dropped over 2%
Analysts have pointed out that the timing of the move will act as a fuel for more general discussion over a possible ‘AI bubble’. This change has put a spotlight on a more general trend, where, while hardware infrastructure remains important to artificial intelligence, investors’ inclination towards software, algorithmic, and data-layer prospects is visible.
Shedding its interest in Nvidia seems less about distancing itself from artificial intelligence and more about adjusting which portion of the value chain it thinks will be most important going forward.
It is still to be seen whether this plan turns out to be a wise foresight or a regret. For now, SoftBank has banked billions from one of the industry’s most famous names and placed its bets on what it considers to be the next frontier. In the previous SoftBank Group, to invested $2 billion in Intel Common Stock.
