3 6 Ke·2025-11-12 04:21Group 1 - SoftBank Group sold all its shares in NVIDIA, totaling 32.1 million shares, for $5.83 billion in October, capitalizing on the rising stock price [1] - Founder Masayoshi Son plans to invest heavily in artificial intelligence, focusing on companies like OpenAI and Oracle, with an additional investment of $22.5 billion in OpenAI planned for December [1] - The financial report indicated a strong performance, with a net profit of 2.5 trillion yen, a 111.9% increase year-on-year, surpassing market expectations [10] Group 2 - Son's initial investment in NVIDIA began in 2017, acquiring nearly 5% of the company for $4 billion, but he sold all shares in 2019, missing out on potential returns exceeding $160 billion by 2024 [2][3] - NVIDIA's market value reached a historic high of $5 trillion, driven by partnerships in AI and quantum computing, while CEO Jensen Huang has been actively selling shares, accumulating over $1 billion since June [5][6] - Analysts express caution regarding the sustainability of the AI investment boom, with significant positions in short-selling AI stocks indicating potential market corrections [6][7][9] Group 3 - SoftBank's strategy includes reducing investments in other sectors to focus on AI and chip industries, with discussions ongoing about participating in a $1 trillion AI manufacturing center in Arizona [12] - OpenAI has been aggressively recruiting AI talent from major tech companies, reflecting its commitment to advancing AI technology, which may have influenced Son's investment decisions [12]