SoftBank raised its stake in Nvidia and TSMC
The post SoftBank raised its stake in Nvidia and TSMC appeared on BitcoinEthereumNews.com. SoftBank Group Corp. is deepening its commitment to artificial intelligence by significantly increasing its investments in key chipmakers, including Nvidia Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC). This move highlights CEO Masayoshi Son’s sharpened focus on the hardware driving the AI revolution. According to regulatory filings, SoftBank raised its stake in Nvidia to around $3 billion by the end of March, up from $1 billion in the previous quarter. It also acquired roughly $330 million in TSMC shares and $170 million in Oracle Corp. Meanwhile, a person familiar with the matter said that SoftBank’s Vision Fund monetized nearly $2 billion in assets during the first half of 2025. While the Vision Fund continues to prioritize returns, there’s reportedly no pressure from SoftBank to accelerate asset sales. The company declined to comment. Son Rebuilds AI empire around arm to reclaim lost ground in chip race At the center of SoftBank’s AI strategy is Arm Holdings Plc, the UK-based chip designer with a 90% stake. Son is now crafting a portfolio of key industry players around Arm, aiming to regain ground after missing the historic AI-fueled rally that propelled Nvidia to a $4 trillion valuation and TSMC close to $1 trillion. “Nvidia is the picks and shovels for the gold rush of AI,” said Ben Narasin, founder of Tenacity Venture Capital. SoftBank’s growing stake in Nvidia may give it greater influence — and potentially faster access — to the chipmaker’s in-demand hardware, he added. “Maybe he gets to skip the line.” SoftBank is expected to report strong paper gains from its Nvidia bet when it announces earnings on Thursday. Since its April low, Nvidia’s market value has surged nearly 90%, while TSMC shares are up over 40%. Despite being an early believer in AI, SoftBank sold a 4.9% stake in Nvidia in…
The post SoftBank raised its stake in Nvidia and TSMC appeared on BitcoinEthereumNews.com.
SoftBank Group Corp. is deepening its commitment to artificial intelligence by significantly increasing its investments in key chipmakers, including Nvidia Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC). This move highlights CEO Masayoshi Son’s sharpened focus on the hardware driving the AI revolution. According to regulatory filings, SoftBank raised its stake in Nvidia to around $3 billion by the end of March, up from $1 billion in the previous quarter. It also acquired roughly $330 million in TSMC shares and $170 million in Oracle Corp. Meanwhile, a person familiar with the matter said that SoftBank’s Vision Fund monetized nearly $2 billion in assets during the first half of 2025. While the Vision Fund continues to prioritize returns, there’s reportedly no pressure from SoftBank to accelerate asset sales. The company declined to comment. Son Rebuilds AI empire around arm to reclaim lost ground in chip race At the center of SoftBank’s AI strategy is Arm Holdings Plc, the UK-based chip designer with a 90% stake. Son is now crafting a portfolio of key industry players around Arm, aiming to regain ground after missing the historic AI-fueled rally that propelled Nvidia to a $4 trillion valuation and TSMC close to $1 trillion. “Nvidia is the picks and shovels for the gold rush of AI,” said Ben Narasin, founder of Tenacity Venture Capital. SoftBank’s growing stake in Nvidia may give it greater influence — and potentially faster access — to the chipmaker’s in-demand hardware, he added. “Maybe he gets to skip the line.” SoftBank is expected to report strong paper gains from its Nvidia bet when it announces earnings on Thursday. Since its April low, Nvidia’s market value has surged nearly 90%, while TSMC shares are up over 40%. Despite being an early believer in AI, SoftBank sold a 4.9% stake in Nvidia in…
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