SoftBank Doubles Down on AI Chipmakers with Nvidia and TSMC Stakes

SoftBank Group Corp. is aggressively expanding its foothold in artificial intelligence infrastructure, disclosing a tripling of its Nvidia stake to $3 billion and new positions in TSMC ($330 million) and Oracle ($170 million). The moves reflect CEO Masayoshi Son's strategic pivot toward foundational AI hardware players after missing earlier rallies.

The Vision Fund simultaneously monetized $2 billion in assets during early 2025, though insiders emphasize no forced liquidation pressure. At the heart of SoftBank's repositioning lies Arm Holdings - the chip designer it controls - now being positioned as the nucleus of an AI semiconductor ecosystem.

"Nvidia remains the indispensable picks and shovels supplier for AI's Gold rush," observes Tenacity Venture Capital's Ben Narasin. SoftBank's growing influence across the semiconductor value chain signals intensifying competition for AI infrastructure dominance.