🔹 What Son said — SoftBank’s reasoning for selling Nvidia shares

• Masayoshi Son stated that if SoftBank had unlimited funds to back its next round of AI investments — including large‑scale bets on OpenAI — he would personally not have sold the Nvidia shares.
• He clarified that the sale was driven not by a loss of confidence in Nvidia, but by the need to raise capital to finance data‑center construction and other major AI infrastructure projects.
• Asked about claims that the AI investment boom is a bubble, Son rejected that notion — calling such talk “not smart enough.” He argued that if AI can eventually contribute around 10% of global GDP, then even trillions of dollars in cumulative investment would be justified — so he questioned rhetorically, “Where’s the bubble?”

✅ Context & What We Know

• SoftBank sold its entire Nvidia stake — approximately $5.8 billion — reportedly to redirect capital into AI-related ventures, including significant investments in OpenAI.
• The sale is part of a broader strategic pivot: instead of just investing in hardware (like Nvidia), SoftBank aims to fund AI infrastructure (such as data centers) and software/model-level innovations.
• According to Son, the decision to sell was painful (“I sold the Nvidia shares while crying”) but necessary under the circumstances.

The above content is compiled by ModeZone, a fashion and entertainment magazine.