SoftBank Exits Nvidia With $5.83 Billion Sale at Market Peak
SoftBank has officially sold its entire stake in Nvidia, unloading 32.1 million shares for a total of $5.83 billion. The move was disclosed in the company’s latest quarterly earnings report and marks one of SoftBank’s most profitable exits in recent years.
A Major Strategic Cashout
Nvidia’s unprecedented surge in valuation throughout the AI boom created a lucrative window for SoftBank to sell its holdings at near-record highs. The company’s stake had appreciated dramatically thanks to Nvidia’s dominant position in AI accelerators, data center GPUs, and cloud inference hardware.
SoftBank simultaneously liquidated a significant portion of its T-Mobile US shares, generating an additional $9.17 billion in capital. Combined, the two sales represent a major reshuffling of the conglomerate’s investment portfolio.
New Capital Flows Toward OpenAI and Oracle Partnership
According to SoftBank executives, the windfall will be redeployed into the rapidly expanding AI sector. A substantial portion is expected to support investments in OpenAI, reflecting SoftBank’s long-term bet on generative AI and frontier model development.
The company is also committing new capital to a joint initiative with Oracle to build next-generation data centers — facilities designed to meet the enormous compute demand expected from AI models in the coming years.
Nvidia Stock Remains Strong Despite the Sale
Although SoftBank exited completely, Nvidia's stock price remains elevated. The company continues to post record revenue driven by global demand for AI chips, and analysts expect sustained strength due to limited GPU supply and accelerating enterprise adoption.
SoftBank’s move appears to be a strategic reallocation rather than a lack of confidence in Nvidia’s long-term outlook.
SoftBank Still Dominates Arm Holdings
Despite shedding Nvidia shares, SoftBank retains deep influence in the semiconductor space through its roughly 90% ownership of Arm. As Arm architectures underpin much of today’s mobile, IoT, and emerging AI hardware, the stake continues to be a critical pillar of SoftBank’s tech portfolio.
CFO Yoshimitsu Goto emphasized that unlocking value from existing assets is necessary to finance SoftBank's next phase of AI-focused expansion.
Conclusion
SoftBank’s exit from Nvidia marks a major financial milestone and underscores a broader strategic pivot: redirecting capital from mature holdings into next-generation AI infrastructure. With fresh investments flowing toward OpenAI and Oracle-backed data centers, SoftBank is positioning itself at the core of the coming AI compute boom — even as it steps back from one of the industry’s biggest success stories.
Editorial Team — CoinBotLab