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SoftBank Sells Entire $5.8 Billion Nvidia Stake to Fund OpenAI Bet

SoftBank says the divestment was driven by financing needs for its OpenAI push.

Overview

  • SoftBank disclosed it sold all 32.1 million Nvidia shares in October for $5.83 billion.
  • Proceeds, alongside about $9.17 billion from T‑Mobile share sales, are earmarked for large OpenAI funding tranches, including a planned $22.5 billion December payment toward an up-to-$40 billion package.
  • CFO Yoshimitsu Goto said the sale was unrelated to Nvidia’s outlook and was required to raise capital for the AI strategy.
  • Vision Fund gains tied to OpenAI lifted quarterly profit, and Nvidia shares fell in U.S. trading after the announcement as AI valuation concerns resurfaced.
  • SoftBank is also tapping yen bonds, foreign debt and bridge loans and is backing AI infrastructure efforts such as the U.S. Stargate data‑center initiative.