Sou Hu Cai Jing·2025-11-11 12:50Core Insights - SoftBank Group sold all its shares in NVIDIA for $5.83 billion to fund its envisioned AI investment projects, raising questions among investors about the rationale behind such significant investments in uncertain future technologies [2] - NVIDIA's market capitalization reached $5 trillion, making it the first company to achieve this milestone just three months after surpassing $4 trillion, with plans to invest $100 billion in OpenAI and build AI data centers [2] - SoftBank's recent sale of NVIDIA shares highlights the need for funding to advance various projects, including AI data centers and robotics manufacturing in the U.S. [2] Financial Performance - SoftBank reported a net profit of 2.5 trillion yen (approximately $16.2 billion) for the second fiscal quarter, significantly exceeding analysts' expectations of 418.2 billion yen [3] - The company's investment in OpenAI has contributed to a market value increase of $14.6 billion since the investment began [3] - Analysts predict that SoftBank is on track to achieve its highest annual profit since 2020 [3] Strategic Moves - SoftBank's investments in prominent AI companies, including OpenAI and ByteDance, have boosted its book earnings and led to a 78% increase in its stock price over the last three months, marking its best performance since Q4 2005 [4] - The company plans a 1-for-4 stock split on January 1 to make its shares more accessible to retail investors in Japan [4] - SoftBank is committed to investing $22.5 billion in OpenAI by December 2024 and has agreed to acquire Ampere Computing LLC for $6.5 billion and ABB's robotics division for $5.4 billion [4]