SoftBank Group Corp. sold its entire holding of 32.1 million NVIDIA shares for $5.83 billion, a transaction announced on November 11, 2025. The sale, which occurred in October, represents a significant shift in SoftBank’s portfolio, freeing capital that the company will deploy in OpenAI and other AI‑related ventures.
SoftBank’s decision follows a record‑breaking second‑quarter net profit of 2.5 trillion yen ($16.2 billion), more than double the prior quarter’s earnings. The profit surge was driven largely by valuation gains in SoftBank’s OpenAI stake, underscoring the company’s confidence in the AI sector. CFO Yoshimitsu Goto said the divestiture was not motivated by any negative view of NVIDIA; rather, it was a strategic move to concentrate resources on high‑growth AI opportunities.
The sale also coincides with SoftBank’s partial divestiture of its T‑Mobile stake, a move that further illustrates the firm’s intent to reallocate capital toward AI. While the NVIDIA transaction alone accounts for $5.83 billion, the combined proceeds from both sales provide a substantial liquidity cushion for future AI investments.
NVIDIA’s shareholder structure will be altered by SoftBank’s exit, but institutional investors such as Vanguard and BlackRock remain the dominant holders. Analysts note that the removal of a large institutional shareholder does not materially affect NVIDIA’s governance or strategic direction, and the company’s market position remains strong amid continued demand for its GPUs.
Market reaction to the announcement was swift, with analysts highlighting the scale of SoftBank’s divestment as a key driver of investor sentiment. The move signals SoftBank’s prioritization of AI, while also reflecting confidence in NVIDIA’s long‑term prospects. The transaction underscores the broader trend of tech conglomerates reallocating capital toward AI infrastructure and applications.
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