3 6 Ke·2025-11-12 09:22Core Insights - SoftBank has divested all its shares in NVIDIA, totaling 32.1 million shares for $5.83 billion, to invest in OpenAI, indicating a strategic shift towards AI development [1][5][10] - Following the sale, NVIDIA's stock price dropped nearly 3%, while SoftBank's shares fell over 5%, reflecting market reactions to the divestment [2][6] - SoftBank's recent financial maneuvers include selling $9.17 billion worth of T-Mobile shares, with proceeds aimed at funding significant AI projects, including a $40 billion commitment to OpenAI and a $500 billion "Star Gate" project [2][10] SoftBank's Investment Strategy - SoftBank was once NVIDIA's largest shareholder but sold nearly 5% of its stake in 2019, missing out on a potential $250 billion gain as NVIDIA's stock soared [3][4] - The company has re-entered NVIDIA's stock market, accumulating approximately $3 billion in investments before the recent full divestment [5][6] - The decision to exit NVIDIA is part of a broader strategy to focus on AI, with SoftBank's valuation increasingly tied to its relationship with OpenAI, which has seen a valuation increase of $14.6 billion since SoftBank's investment [13][15] Future AI Investments - SoftBank is heavily investing in AI infrastructure, including a $5.4 billion acquisition of ABB's robotics division and a planned $6.5 billion purchase of Ampere Computing [17][20] - The company has established a new division, "Robo HD," to consolidate its robotics-related businesses and has committed $575 million for further investments in this area [20] - SoftBank's strategy reflects a belief in "Physical AI" as the next wave of the AI revolution, integrating AI technologies into real-world applications like robotics and autonomous vehicles [17][20]