Overview
- SoftBank completed the divestment on November 11 after flagging the plan in October, cashing out of Nvidia as the chipmaker recently touched a $5 trillion market value.
- CFO Yoshimitsu Goto said the sale was executed to raise capital for financing needs and declined to judge whether AI spending is a bubble.
- Through Vision Fund 2, SoftBank will deploy the previously pledged $22.5 billion into OpenAI and has removed prior conditions on that commitment.
- The group outlined further AI moves, including plans to acquire Ampere Computing for $6.5 billion and ABB’s robotics unit for $5.4 billion, supported by expanded margin and bridge loans.
- SoftBank reported a half‑year profit of 2.5 trillion yen with sales up 7.7%, and it announced a 4‑for‑1 stock split effective January 1.