SoftBank Doubles Down on AI Dominance: Nvidia & TSMC Stakes Reveal Son’s Hardware Gambit

Masayoshi Son's SoftBank just placed two massive bets on the engines of the AI revolution—and Wall Street's already counting imaginary profits.

Chips on the table

The Japanese conglomerate snapped up undisclosed stakes in Nvidia and TSMC, signaling an aggressive pivot toward AI infrastructure plays. Because when the gold rush hits, you don't dig—you sell shovels.

Silicon sovereignty

With these moves, SoftBank isn't just investing in companies—it's buying territory in the semiconductor cold war. TSMC's fabs and Nvidia's GPUs form the backbone of tomorrow's AI empires.

The cynical take

Because nothing says 'conviction' like chasing 2023's hottest trade two years later. But hey, when the bubble pops, at least they'll have physical assets to liquidate—unlike those crypto bros still waiting for their JPEGs to moon.