Xin Lang Cai Jing·2025-11-11 09:52Group 1 - SoftBank has made a significant shift in its investment strategy in the AI sector, selling its 32.1 million shares of Nvidia for $5.83 billion by October 2025 and planning to invest an additional $22.5 billion in OpenAI [1][3] - The company initially acquired nearly 5% of Nvidia for $4 billion in 2017 but sold all shares for $7 billion in 2019, missing out on Nvidia's market cap growth from $100 billion to $1 trillion [1][3] - SoftBank's founder, Masayoshi Son, expressed regret over the 2019 sale, indicating a desire to focus investments on more strategically significant projects as the AI industry evolves [1][3] Group 2 - SoftBank's new investment in OpenAI includes a maximum of $40 billion, with an expected actual investment of $30 billion after accounting for $10 billion to co-investors [3] - The first round of financing of $10 billion was completed in Q1, with $7.5 billion coming from the SoftBank Vision Fund 2 [3] - A joint venture, SB OAI Japan GK, was established with OpenAI to provide AI solutions for Japanese businesses, with plans to launch a product by 2026 [3] Group 3 - In its latest financial report, SoftBank reported a net profit of 2.5 trillion yen (approximately 115.3 billion RMB) for Q2, significantly exceeding analyst expectations of 207 billion yen and last year's profit of 1.18 trillion yen [4] - The profit growth is attributed to the Vision Fund's heavy investment in tech stocks, yielding 2.8 trillion yen (approximately 129.2 billion RMB) from holdings in OpenAI and PayPay [4] - SoftBank plans a 1-for-4 stock split effective January 1, aimed at enhancing stock liquidity and attractiveness in the capital market, despite recent concerns over an AI bubble [4]