What SoftBank said after selling Nvidia shares
According to Bloomberg, SoftBank sold its entire stake in NVIDIA, realizing approximately US$5.8 billion, as part of a broader push to reallocate capital toward large-scale AI investments.
At the 2025 FII Priority Asia forum in Tokyo, Masayoshi Son admitted that if SoftBank had “unlimited funds,” he wouldn’t have sold the NVIDIA shares — he said he “was crying” when he had to let them go.
The reason: SoftBank needs cash to build AI infrastructure (data centres) and to invest heavily in AI projects such as OpenAI. The sale was a strategic move to free up capital for these new bets.
🔄 SoftBank’s broader AI strategy
- SoftBank is accelerating its AI investment strategy: besides OpenAI, the company reportedly plans to build major data centers (e.g., the “Stargate” project) and acquire more AI-related hardware and infrastructure assets.
- The decision to liquidate the NVIDIA stake is clearly not a retreat from AI — but a reallocation: from a single powerhouse chip‑maker to broader, diversified investments across AI infrastructure and platforms.
🎯 Son’s View on the “AI Bubble” Criticism
Some observers have warned that the surge in AI investments may be forming a speculative “bubble.” But Son rejects that framing. As he argues: if AI someday contributes, say, 10% of global GDP, then even trillions of dollars of investment would not be a bubble — it would be long-term value creation.
To him, the sale of NVIDIA shares was painful — but necessary to bankroll what he sees as the foundational infrastructure for the next era of AI.
The above content is compiled by ModeZone, a fashion and entertainment magazine.
