The Motley Foolยท2025-11-15 09:20Core Insights - SoftBank Group has divested its entire stake in Nvidia, selling approximately 32.1 million shares for a total of $5.83 billion to allocate funds for other AI investments [1][3]. Group 1: SoftBank's Financial Moves - The sale of Nvidia shares is part of a broader strategy, as SoftBank also divested $9.2 billion in T-Mobile US shares during the same quarter to raise capital for AI-related investments [3]. - Nvidia previously constituted 19.3% of SoftBank's portfolio, highlighting the significance of this divestment [2]. Group 2: AI Investment Strategy - SoftBank's investment in OpenAI is substantial, with plans to invest an additional $30 billion, necessitating the divestment of existing portfolios [5]. - The company has been acquiring its stake in Nvidia since 2020, coinciding with the rise of AI technologies, particularly after the launch of OpenAI's ChatGPT [4]. Group 3: Leadership Vision - Masayoshi Son, SoftBank's founder and CEO, emphasizes a mission focused on the evolution of humanity through artificial super intelligence (ASI), indicating a strong commitment to AI investments [6]. - SoftBank's investments extend beyond OpenAI to include stakes in other AI leaders like ByteDance and Perplexity AI, reflecting a comprehensive approach to AI technology [6]. Group 4: Market Reactions - Following the announcement of the Nvidia divestment, shares of Nvidia fell by 3%, while SoftBank's stock price increased by approximately 3.6% on the same day [7].