/i.s3.glbimg.com/v1/AUTH_63b422c2caee4269b8b34177e8876b93/internal_photos/bs/2018/e/e/PAMa3oQXOPBUOsGgFyFw/valor-tenant-icon.png){kind=icon}
/i.s3.glbimg.com/v1/AUTH_da025474c0c44edd99332dddb09cabe8/internal_photos/bs/2023/1/X/nkkB7tSdirnIUbGhakCQ/favicon-o-globo.png){kind=small}
Overview
- SoftBank completed the disposal of its entire Nvidia holding, generating $5.83 billion in proceeds disclosed on November 11.
- Management outlined a pivot toward AI, including a planned $22.5 billion investment in OpenAI via Vision Fund 2 and reported moves to buy Ampere Computing for $6.5 billion and ABB’s robotics unit for $5.4 billion.
- To support the program, SoftBank expanded a margin loan secured by Arm shares to $20 billion with $11.5 billion available, arranged an $8.5 billion bridge loan for the OpenAI investment and another for the Ampere deal, and scheduled a 4-for-1 share split for January 1.
- The group reported profit of roughly 2.5 trillion yen for April–September 2025 and said second-quarter net income reached about $16.2 billion, aided by gains tied to its OpenAI exposure.
- U.S. equity futures eased after the announcement in thin holiday trading, while SoftBank’s CFO said the sale was a funding decision unrelated to Nvidia and declined to judge whether AI is in a bubble.