SoftBank Dumps Entire $5.8 Billion Nvidia Stake to Fund $30 Billion OpenAI Investment

Nov 12, 2025
TechCrunch
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Summary

SoftBank sells its entire $5.8 billion Nvidia stake to fund a massive $30 billion investment in OpenAI and participate in a $1 trillion AI manufacturing hub in Arizona, sending Nvidia shares down 3% as markets question founder Masayoshi Son's bold bet on artificial intelligence over chip manufacturing.

Key Points

  • SoftBank sells its entire $5.8 billion Nvidia stake to fund AI investments including a planned $30 billion commitment to OpenAI and participation in a $1 trillion AI manufacturing hub in Arizona
  • Nvidia shares drop nearly 3% following the disclosure as markets question whether SoftBank founder Masayoshi Son sees something others do not in the AI sector
  • The sale marks SoftBank's second complete exit from Nvidia after previously selling a $4 billion stake in 2019 for $3.6 billion that would now be worth over $150 billion

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