Xin Lang Cai Jing·2025-11-12 03:27Core Viewpoint - SoftBank has sold its entire stake in NVIDIA for approximately 58.3 billion USD (around 415 billion RMB) and is shifting its investment focus towards OpenAI, committing an additional 22.5 billion USD to enhance its influence in the artificial intelligence sector [1] Group 1: SoftBank's Actions - SoftBank Group reported the sale of 32.1 million shares of NVIDIA, which includes holdings from its asset management subsidiary, completed by October 2025 [1] - The sale of NVIDIA shares resulted in a nearly 3% decline in NVIDIA's stock price, closing at a drop of 2.96% on November 11 [1] Group 2: Investment Strategy - SoftBank has signed a revised agreement with OpenAI, pledging to invest an additional 22.5 billion USD through its Vision Fund 2, with the full investment expected to be completed by December [1] - Founder Masayoshi Son is planning a series of investments aimed at building a significant presence in the artificial intelligence field [1] Group 3: Market Sentiment - Notably, prominent short-seller Michael Burry is reportedly betting against the AI bubble in the U.S., suggesting that excessive spending with low returns could lead to the collapse of many leading companies in the AI sector [1]