SoftBank Missed Out On $160 Billion in Gains With Artificial Intelligence (AI) Leader Nvidia -- but Its Regret Will Likely Be Short-Lived

Aside from its first-mover advantage in AI-accelerated data centers, Nvidia also benefited from demand for its hardware handily outstripping supply. The beauty of this scenario is that it allowed the company to substantially increase the price of its GPUs, which ultimately pushed its adjusted gross margin to 78.4% during the fiscal first quarter (ended April 28). While SoftBank's management team and investment gurus can dream of what could have been with Nvidia, there are two reasons the company will likely ...