New York Post·2025-11-11 18:11Core Viewpoint - Softbank has divested its entire $5.83 billion stake in Nvidia to focus on a significant investment in OpenAI, indicating a strategic shift in its investment priorities [1][4]. Investment Strategy - Softbank sold all 32.1 million shares of Nvidia in October as part of a broader strategy to allocate resources towards a $22.5 billion investment in OpenAI [1][4]. - The sale of Nvidia shares, along with a partial divestment of its $9.17 billion stake in T-Mobile, is intended to generate cash for funding new opportunities while maintaining financial strength [2][4]. Market Sentiment - The decision to sell Nvidia shares comes amid discussions on Wall Street regarding the potential overvaluation of AI firms, with concerns that significant investments in the sector may not yield immediate returns [5]. - Analysts suggest that the complete divestment from Nvidia indicates a lack of optimism about the company's future share price, especially in light of potential reductions in investment levels from big tech companies [7]. Financial Performance - Softbank's second-quarter profit reached 2.5 trillion yen (approximately $16.6 billion), largely driven by the rising valuation of OpenAI [9].