SoftBank Exits Nvidia Stake, Reinvests in OpenAI Amid AI Market Flux
SoftBank has liquidated its entire $5.83 billion position in Nvidia, cashing out at an average price below the chipmaker's recent peak. The proceeds join a broader $9.17 billion windfall from T-Mobile share sales, fueling the Japanese conglomerate's aggressive pivot toward foundational AI bets.
Nvidia shares slid 3% following the disclosure, reflecting mounting investor scrutiny of AI-related valuations. Yet SoftBank's simultaneous $22 billion commitment to OpenAI underscores a strategic shift rather than retreat—exchanging hardware exposure for direct stakes in generative AI's infrastructure layer.