Core Viewpoint - SoftBank Group Corp. is selling a significant portion of its stake in InMobi Pte for approximately $250 million, reducing its ownership from over 30% to less than 10% as part of a strategy to prepare InMobi for a potential public listing [1][2]. Group 1: Transaction Details - InMobi will repurchase shares from SoftBank to decrease its holding, which is part of a broader restructuring of its capital table [2]. - The buyback is funded by over $350 million raised in private credit to support InMobi's expansion and ownership restructuring [3]. Group 2: Company Background - Founded in 2007, InMobi was one of India's early global consumer-tech companies and aimed to compete with major players like Alphabet Inc. and Meta Platforms Inc. in mobile advertising [4]. - The company has diversified into marketing, content, and commerce technologies, focusing on improving profitability after experiencing slower growth [4]. Group 3: SoftBank's Investment Strategy - SoftBank's partial exit from InMobi reflects its ongoing adjustments in its India portfolio, as it continues to recycle capital into late-stage and public-market opportunities [5].

Market Overview - Asian shares exhibited mixed performance following a rise in U.S. stocks, with Japan's Nikkei 225 index climbing 2.3% to 51,028.42, nearing its all-time high due to expectations of a U.S. Federal Reserve interest rate cut [2][4] - The S&P 500 gained 0.3% to 6,849.72, just 0.6% shy of its all-time high, while the Dow Jones Industrial Average rose 0.9% to 47,882.90 [5] Company-Specific Developments - SoftBank Group Corp. saw its shares jump 9.2% after the founder reaffirmed a strategic shift towards investments in OpenAI and artificial intelligence, despite being down nearly 28% from a month ago when it sold its stake in Nvidia for $5.8 billion [3] - Microchip Technology experienced a significant increase of 12.2% in its stock price after announcing expectations for sales and profits at the high end of previous forecasts [6] - Marvell Technology's shares rose 7.9% following a stronger-than-expected profit report for the latest quarter [6] Economic Indicators - The yield on Japan's 10-year bond rose above 1.9%, the highest since 2007, indicating potential shifts in monetary policy [3] - U.S. Treasury yields fell, bolstered by a report suggesting job cuts in November, which may increase expectations for a Federal Reserve interest rate cut [7][9] - A report on U.S. services sector activity indicated stronger-than-expected growth, particularly in retail and finance, while inflation pressures appeared to ease [8][9] Commodity and Currency Movements - Bitcoin climbed above $93,000 after a recent decline, reflecting investor sentiment towards lower interest rates [10] - U.S. benchmark crude oil prices increased by 45 cents to $59.40 per barrel, while Brent crude rose by 40 cents to $63.07 per barrel [10] - The U.S. dollar appreciated against the Japanese yen, rising to 155.33 from 155.25, while the euro decreased to $1.1658 from $1.1672 [10]

Group 1 - SoftBank's founder Masayoshi Son expressed regret over selling Nvidia shares, stating he needed funds for investments in OpenAI and other projects, emphasizing he sold "crying" [2] - SoftBank initially invested approximately $4 billion in Nvidia in 2017 but sold its entire stake in early 2019, missing out on significant gains as Nvidia's stock soared [2] - In November 2023, SoftBank sold 32.1 million shares of Nvidia for $5.83 billion, coinciding with Nvidia's stock at an all-time high, to raise capital for a $22.5 billion investment in OpenAI [2] Group 2 - OpenAI, known for its groundbreaking AI model ChatGPT, has sparked a global AI revolution, leading to the emergence of numerous large pre-trained models across various sectors [3] - SoftBank's strategy extends beyond OpenAI, involving participation in the Stargate data center project, acquisition of chip company Arm, and investment in robotics, all requiring substantial funding [4] - Son dismissed concerns about an "AI bubble," arguing that if AI can contribute 10% to global GDP, it would offset trillions in cumulative spending, highlighting AI's potential as a core driver of economic transformation [4] Group 3 - China's AI core industry is nearing a scale of 600 billion yuan, with projections indicating the market could reach 1 trillion yuan by 2030 [5] - The Chinese AI sector has contributed to 48% of global internet traffic growth from 2021 to 2024, indicating its significant impact on network architecture and internet interaction paradigms [8] - The next decade is critical for AI development, with intelligent systems evolving from mere tools to engines of productivity, reshaping the internet interaction model [8]

Group 1 - SoftBank founder Masayoshi Son significantly sold off his Nvidia shares in November, stating he needed funds for investments in OpenAI and other projects, expressing regret over the sale [2][8] - Son believes that if artificial intelligence can create 10% of global GDP in the long term, the investment of trillions of dollars would be justified, countering the argument of an AI bubble [2] - Son's investment history includes notable successes such as a $105 million investment in Yahoo during the internet boom, yielding approximately 100 times return, and a $20 million investment in Alibaba, which peaked at over 3000 times return [4] Group 2 - Son's investment strategy involves making large bets on future technologies, often investing heavily in startups within promising sectors, akin to an "All IN" thematic index approach [5] - A significant drawback of this investment style is a lack of deep understanding of individual companies, which can lead to cash flow issues, as seen when SoftBank reduced its Nvidia holdings after other investments incurred losses [6] - Despite selling Nvidia shares, the investment was still highly profitable, yielding around $5.1 billion, but holding onto the shares could have made Son one of the world's richest individuals again [7]

Core Viewpoint - SoftBank Group founder Masayoshi Son downplayed the decision to sell all shares of Nvidia, stating it was a painful liquidation driven by the need for funds to invest in AI projects [1][4]. Group 1: Nvidia Sale - SoftBank has fully sold its shares in Nvidia, cashing out $5.83 billion, achieving over 100% investment return as the average purchase price was $89.59 and the stock price reached $181.46 [2][4]. - Son expressed that the sale was not intended, emphasizing that it was a necessary step to fund future AI investments [4]. Group 2: Future AI Investments - The funds from the Nvidia sale will be directed towards AI infrastructure, including a $3 billion investment in OpenAI's data center [5]. - SoftBank is involved in the Stargate project, a large-scale computing initiative with OpenAI and Microsoft [6]. - The company plans to acquire Ampere Computing and continue investments in AI chips, AI robotics, and AI models [7]. Group 3: AI Vision - Son believes AI will lead to the largest transformation in human history, predicting that "super AI" and AI robots will contribute at least 10% to global GDP in the long term [8]. Group 4: SoftBank's Q3 Investment Portfolio - Prior to the Nvidia liquidation, SoftBank's top investment positions included T-Mobile US (41.64% weight) and Intel (11.23% weight), indicating a strategic shift in focus [9][11].

Core Viewpoint - The Trump administration is actively promoting the robotics industry, indicating a strategic shift towards robotics as a key area for competition with other major economies, following the focus on artificial intelligence (AI) [1][4]. Group 1: Government Support and Initiatives - U.S. Secretary of Commerce, Gina Raimondo, has been meeting with robotics CEOs to express full support for the industry's development, with plans for an executive order on robotics next year [1][3]. - The U.S. Department of Transportation is preparing to announce the establishment of a robotics task force, highlighting growing congressional interest in the robotics sector [4]. - The commitment to robotics is seen as essential for bringing critical manufacturing back to the U.S., following a previous AI acceleration plan [3][4]. Group 2: Investment and Market Potential - Significant investment is anticipated in the robotics sector, with projections indicating that funding could reach $2.3 billion by 2025, doubling from the previous year [5]. - Goldman Sachs estimates that the global humanoid robotics market could reach $38 billion by 2035, showcasing the potential for growth in this industry [5]. Group 3: Industry Perspectives and Challenges - The robotics industry is advocating for government tax incentives and federal funding to help integrate advanced automation technologies and strengthen supply chains [6]. - Apptronik, a humanoid robotics startup, emphasizes the need for a national robotics strategy to maintain competitiveness in this emerging sector [6]. Group 4: Technological Integration and Future Outlook - Major tech companies are investing in "physical AI," which encompasses robotics and autonomous driving technologies, indicating a broader trend in the industry [7]. - SoftBank's CEO, Masayoshi Son, has expressed the belief that physical AI will significantly impact global GDP, suggesting a transformative potential for the economy [8]. Group 5: Economic Implications - Tesla CEO Elon Musk argues that AI-driven robots are the only viable solution to address the U.S. debt crisis, emphasizing their potential to enhance productivity and output [9]. - Musk predicts that advancements in AI and robotics could lead to deflation, as production increases outpace monetary supply growth [9][10].

Asian shares are mixed after U.S. stocks held steadier as both bond yields and bitcoin stabilizedA person on a bicycle waits in front of an electronic stock board showing Japan's Nikkei index at a securities firm Monday, Dec. 1, 2025, in Tokyo. (AP Photo/Eugene Hoshiko)BANGKOK -- Asian shares were mixed Wednesday after stocks on Wall Street held steadier as both bond yields and bitcoin stabilized.U.S. futures rose and oil prices edged higher. Tokyo's Nikkei 225 jumped 1.1% to 49,864.68 on big gains for tech ...

Masayoshi Son, founder, chairman and CEO of SoftBank Group Corp. has claimed that he did want to sell stake in Nvidia but needed the money to fund investments in OpenAI and other artificial intelligence projects.Speaking at the FII Priority Asia forum on 1 December, Masayoshi Son explained his decision to sell Nvidia stake and also doubled down on AI investments, dismissing concerns over a bubble.SoftBank's move last month came as a surprise and fueled concerns that AI bubble has overvalued tech stocks.‘Was ...

Group 1 - SoftBank has completed the acquisition of Ampere Computing for $6.5 billion, marking a significant step in its vision for innovation in AI and computing [2][3] - Ampere Computing, founded by former Intel executive Renée J. James in 2017, is now a wholly-owned subsidiary of SoftBank, which aims to leverage Ampere's expertise in ARM architecture chips [2][3] - Following the announcement, SoftBank's stock rose by 5.1%, with an intraday increase of approximately 8% [2] Group 2 - Masayoshi Son, the founder of SoftBank, views the acquisition as a crucial part of enhancing the company's strategic collaboration with its other investments, particularly in AI [3] - SoftBank has recently divested its entire stake in Nvidia for $5.8 billion to fund a $30 billion investment in OpenAI, including participation in the AI super infrastructure project "Star Gate" [3] - Despite ambitions in AI, SoftBank faces challenges, including competition from Google's Gemini 3 model, which has raised concerns about OpenAI's future and affected SoftBank's stock performance [4]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ " 我一股都不想卖。我只是更需要钱去投资OpenAI和其他项目。卖英伟达的时候，我都哭了。 （I was crying to sell Nvidia shares） " 12月2日消息，软银集团孙正义最新表示，如果他的公司有"无限的钱"支持下一阶段的人工智能投资——其中包括对OpenAI的大手笔押注 ——他绝不会卖掉英伟达的股票。 这也是他首次就软银11月突然披露"清仓英伟达"一事作出公开回应，并抨击了有关"人工智能（AI）投资泡沫"的说法。 当地时间周一（12月1日）， 孙正义在东京的一场论坛上解释道软银之所以出售英伟达持仓，只是为了筹集资金，用于诸如建设数据中心 等项目。 11月11日，软银发布的业绩报告中提到，截至第二季度末，其持有的3210万股英伟达股票（含资产管理子公司持股）已于2025年10月以 58.3亿美元价格售出。 但这并非软银首次清仓英伟达。软银曾在2017年以40亿美元买入英伟达近5%的股份，成为其大股东之一。但在2019年，出于资金流动性 需求以及当时对英伟达股价涨幅的判断， ...