Investment firm continues to be all in on AI
SoftBank has increased its stakes in Nvidia, Oracle, and TSMC, highlighting the Stargate-backer’s continued desire to be at the forefront of the generative AI boom.
Citing regulatory filings posted by the company, Bloomberg reported SoftBank increased its stake in Nvidia from $1 billion at the end of 2024 to $3bn by the end of March 2025, while its venture capital arm Vision Fund monetized $2bn in assets during H1 2025.
During the same period, the Japanese investment management firm also bought around $330 million worth of TSMC shares and $170 million in Oracle. Alongside SoftBank, OpenAI, and Abu Dhabi's MGX, Oracle is one of the financial backers supporting OpenAI's $500 billion data center effort, dubbed Stargate. SoftBank has financial responsibility for the project, with the company’s CEO, Masayoshi Son, serving as chairman.
Last month, SoftBank also disclosed that it has deployed what it claims to be the world’s largest Nvidia DGX B200 SuperPod cluster. Comprising more than 4,000 Nvidia Blackwell GPUs, the chips make up part of a 10,000-strong GPU deployment built by SoftBank for its SB Intuitions subsidiary for the development of Japanese large-language models (LLMs).
SoftBank was the first company to receive Nvidia DGX B200 systems, which it used to build its DGX B200 SuperPod. In November 2024, the two companies announced a wider partnership to support other initiatives in Japan, including the development of an AI supercomputer based on the chip designer’s Grace Blackwell platform, and a 5G AI-RAN network.
Back in 2019, SoftBank’s Vision Fund sold its entire 4.9 percent stake in Nvidia for $3.3bn, making a $2.6bn profit. If the company had maintained its stake, it would be worth $213bn - more than double SoftBank's total net worth.
Founder Son called Nvidia "the fish that got away."
