SoftBank Sells Nvidia Stake Ahead of Earnings
SoftBank sells Nvidia stake; disclosed 2025-11-11 an Oct. sale of 32.1 million shares freed $5.8 billion to fund AI projects ahead of Nov. 19 earnings.
KEY TAKEAWAYS
- SoftBank sold its entire Nvidia stake, disposing 32.1 million shares for $5.8 billion.
- Proceeds will fund AI investments, including large Stargate data centers and robotics manufacturing.
- Company said the sale was a capital reallocation, not reduced confidence, ahead of Nov. 19 earnings.
HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX
Add your email to receive our free daily newsletter. No spam, unsubscribe anytime.
SoftBank Group Corp. disclosed on Nov. 11, 2025, that it completed an October sale of 32.1 million Nvidia Corp. shares for $5.83 billion to fund artificial intelligence (AI) investments. The company said the sale was a capital reallocation, not a reflection of doubts about Nvidia, and came ahead of Nvidia’s Nov. 19 earnings.
Sale Details and Use of Proceeds
SoftBank sold its entire equity stake in Nvidia, eliminating its remaining shares. The transaction, completed in October 2025, required no regulatory or antitrust approvals and was publicly disclosed at 2:25 a.m. ET on Nov. 11. No primary SEC filings related to the sale had been located as of that date.
The company plans to redeploy the proceeds into AI ventures, including large-scale Stargate data centers and AI robotics manufacturing. SoftBank’s management emphasized the sale reflected a strategic capital shift rather than reduced confidence in Nvidia or the AI sector’s growth prospects. The sale preceded Nvidia’s third-quarter fiscal 2026 earnings, scheduled for Nov. 19.
Multiple financial news outlets reported the transaction and noted market reactions following the disclosure. SoftBank’s CFO told Bloomberg, "It's not because they have any questions about Nvidia or Nvidia's growth prospects. Instead, what they really need is they need that money to be able to make their own investments."
No details have been disclosed about the average sale price per share, counterparties involved, or whether derivatives or hedging instruments were used. Nvidia management has not commented on the transaction.
