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SoftBank Sells Entire Nvidia Stake to Finance Expanding OpenAI Bet

Executives said the sale funds a very large OpenAI commitment that necessitated selling assets and tapping new financing.

Overview

  • SoftBank disclosed it sold all 32.1 million Nvidia shares in October for about $5.83 billion, confirming the exit in Tuesday’s filing.
  • The company also raised cash by selling $9.17 billion of T-Mobile stock and issued ¥620 billion in yen bonds plus $4.2 billion in foreign debt.
  • Bridge financing includes $8.5 billion earmarked for OpenAI and $6.5 billion tied to an ABB Robotics deal, according to investor materials.
  • SoftBank outlined an up-to-$40 billion OpenAI deal with $10 billion funded in April and a $22.5 billion tranche scheduled for December.
  • Quarterly profit more than doubled on Vision Fund gains linked to higher OpenAI valuations as Nvidia shares slipped on the disclosure and AI bubble worries resurfaced.