Jin Shi Shu Ju·2025-11-12 02:22Group 1 - SoftBank Group has sold all its shares in Nvidia for $5.83 billion to fund its AI investment projects, causing its stock to drop by 10% in early trading [1] - Despite announcing better-than-expected quarterly results and a 1-for-4 stock split plan, SoftBank's stock still fell, indicating investor concerns over high valuations in the tech sector [1][2] - The debate over whether the significant capital influx into AI, projected to exceed $1 trillion from major tech companies like Meta and Alphabet, will yield corresponding returns is intensifying [1] Group 2 - SoftBank's founder, Masayoshi Son, is restructuring the investment portfolio to finance various AI projects, including collaborations with OpenAI and Oracle [1][2] - The CFO of SoftBank, Yoshimasa Goto, stated that the sale of Nvidia shares was a necessary financing move and did not comment on whether the industry is experiencing an AI investment bubble [2] - As of March 2023, SoftBank had increased its investment in Nvidia to approximately $3 billion, benefiting from Nvidia's market value growth of over $2 trillion since that time [3] Group 3 - SoftBank reported a surprising net profit of 2.5 trillion yen (approximately $162 billion) for the second fiscal quarter, significantly exceeding analyst expectations [3] - The value of OpenAI has increased by $14.6 billion since SoftBank's investment, contributing to the company's strong earnings [3]