Nvidia (NVDA) Stock: SoftBank Dumps $5.8 Billion Position for OpenAI Bet

TLDR

• SoftBank unloaded 32.1 million Nvidia shares for $5.83 billion in October 2025 to bankroll OpenAI and other AI projects
• The sale marks SoftBank’s second complete exit from Nvidia after selling a $4 billion position in 2019
• SoftBank needed over $30.5 billion for quarterly investments including $22.5 billion for OpenAI and $6.5 billion for Ampere
• The Vision Fund posted a $19 billion gain in the fiscal second quarter, driven by OpenAI’s rising valuation
• SoftBank maintains ties to Nvidia through the $500 billion Stargate data center project despite the stock sale

SoftBank Group sold every Nvidia share it owned in October. The Japanese conglomerate offloaded 32.1 million shares for $5.83 billion.

The proceeds will fund SoftBank’s aggressive AI investment strategy. The company needs $22.5 billion for OpenAI alone. Another $6.5 billion goes to chip designer Ampere.

NVIDIA Corporation, NVDA

Chief Financial Officer Yoshimitsu Goto called the move part of asset monetization. SoftBank wants to maintain financial health while pursuing opportunities. The company also sold T-Mobile shares worth $9.17 billion.

Nvidia stock dipped 0.95% in premarket trading following the announcement. The reaction remained muted despite the sale’s size.

Second Time Exiting Nvidia

This is not SoftBank’s first complete Nvidia exit. The Vision Fund purchased a $4 billion stake in 2017. It sold the entire position in January 2019.

The pattern shows SoftBank’s willingness to cash out when valuations peak. Nvidia has surged as the go-to supplier for AI chips. Data centers and AI applications run primarily on Nvidia hardware.

Analysts say the sale reflects SoftBank’s capital needs rather than doubts about Nvidia. Rolf Bulk from New Street Research noted SoftBank is investing more in one quarter than it did in two full years. That requires serious cash.

The timing catches attention because AI demand keeps climbing. Nvidia dominates the market for graphics processing units used in machine learning. The company sits at the center of the AI revolution.

Vision Fund Gains Drive Profits

SoftBank doubled its fiscal second quarter profit thanks to the Vision Fund. The fund recorded a $19 billion gain during the period.

OpenAI drove much of that performance. SoftBank made its first OpenAI investment in September 2024. The AI company now holds a valuation near $500 billion.

Electronic payment firm PayPay also boosted results. The Vision Fund has been targeting AI infrastructure, robotics, and language models.

SoftBank now holds roughly $35 billion in cash after recent sales. That war chest positions the company for additional AI investments.

Staying Connected to Nvidia

The sale does not sever SoftBank’s Nvidia relationship. SoftBank participates in the $500 billion Stargate project. The initiative builds data centers across the United States.

Those facilities will likely deploy Nvidia chips for AI workloads. SoftBank CEO Masayoshi Son has appeared publicly with Nvidia CEO Jensen Huang at AI events.

SoftBank stock has swung wildly in recent weeks. AI bubble concerns pushed shares lower before recovering. The company announced a four-for-one stock split to improve accessibility.

Goto said SoftBank aims to create maximum investment opportunities for shareholders. The combination of stake sales, Vision Fund gains, and the stock split reflects that strategy.

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