Overview
- The company confirmed it liquidated 32.1 million Nvidia shares in October for $5.83 billion and disclosed a $9.17 billion sale of part of its T‑Mobile stake.
- SoftBank says the cash will support larger AI bets, with reported plans for about $30 billion into OpenAI and a $6.5 billion takeover of Ampere Computing.
- Bridge loans have been arranged to finance the proposed OpenAI investment and the Ampere deal, reflecting Masayoshi Son’s high‑risk, leveraged approach.
- Infrastructure ambitions include the Stargate data‑center project and a proposed $1 trillion AI manufacturing hub in Arizona, for which SoftBank is courting TSMC.
- SoftBank reported a quarterly profit of roughly $16 billion driven largely by valuation gains from its increased OpenAI stake, with the Nvidia sale occurring after the quarter and not contributing to that jump.