The Japanese conglomerate cashes out 32.1 million shares amid record chipmaker rally.
š¼ Strategic Exit
SoftBank Group has confirmed the sale of its entire stake in Nvidia, worth $5.83 billion, marking a decisive exit from one of the worldās most valuable semiconductor companies. The Japanese investment giant disclosed that it sold 32.1 million shares in October 2025, capitalising on Nvidiaās meteoric rise as demand for artificial intelligence chips continues to surge.
š Timing and Market Context
Nvidiaās stock has soared throughout 2025, driven by unprecedented demand for AIāoptimised GPUs powering data centers, cloud computing, and generative AI applications. The companyās market capitalisation has surpassed $3 trillion, making it one of the most valuable publicly traded firms globally.
SoftBankās divestment comes as part of a broader strategy to reallocate capital and strengthen liquidity following years of aggressive investments through its Vision Fund. Analysts note that the timing allowed SoftBank to lock in substantial gains, reflecting Nvidiaās record performance.
āļø Implications for Both Companies
- For SoftBank: The sale provides fresh capital to stabilise its balance sheet and pursue new technology investments.
- For Nvidia: The exit removes a major institutional shareholder but is unlikely to dent investor confidence given strong fundamentals and continued growth in AI markets.
š Broader Investment Landscape
The move underscores shifting dynamics in global tech investment, with conglomerates like SoftBank opting to realise profits amid peak valuations while AIādriven firms such as Nvidia consolidate their dominance.
In summary: SoftBank has sold its entire Nvidia stake for $5.83 billion, exiting after years of investment and capitalising on the chipmakerās record rally. The divestment highlights both the strength of Nvidiaās AIādriven growth and SoftBankās strategy to redeploy capital in a rapidly evolving technology landscape.
