Sou Hu Cai Jing·2025-12-04 01:01Core Viewpoint - SoftBank Group founder Masayoshi Son downplayed the decision to sell all shares of Nvidia, stating it was a painful liquidation driven by the need for funds to invest in AI projects [1][4]. Group 1: Nvidia Sale - SoftBank has fully sold its shares in Nvidia, cashing out $5.83 billion, achieving over 100% investment return as the average purchase price was $89.59 and the stock price reached $181.46 [2][4]. - Son expressed that the sale was not intended, emphasizing that it was a necessary step to fund future AI investments [4]. Group 2: Future AI Investments - The funds from the Nvidia sale will be directed towards AI infrastructure, including a $3 billion investment in OpenAI's data center [5]. - SoftBank is involved in the Stargate project, a large-scale computing initiative with OpenAI and Microsoft [6]. - The company plans to acquire Ampere Computing and continue investments in AI chips, AI robotics, and AI models [7]. Group 3: AI Vision - Son believes AI will lead to the largest transformation in human history, predicting that "super AI" and AI robots will contribute at least 10% to global GDP in the long term [8]. Group 4: SoftBank's Q3 Investment Portfolio - Prior to the Nvidia liquidation, SoftBank's top investment positions included T-Mobile US (41.64% weight) and Intel (11.23% weight), indicating a strategic shift in focus [9][11].