TLDR: SoftBank Group has significantly increased its stakes in Nvidia and Taiwan Semiconductor Manufacturing (TSMC), reflecting CEO Masayoshi Son’s strategic pivot towards companies foundational to artificial intelligence infrastructure. The Japanese tech conglomerate’s investment in Nvidia reached approximately $3 billion by the end of March, a substantial rise from $1 billion in the preceding quarter. Additionally, SoftBank acquired around $330 million in TSMC shares and $170 million in Oracle, underscoring its commitment to the AI hardware sector.
SoftBank Group Corp. is making a strategic move to deepen its involvement in the burgeoning artificial intelligence sector by substantially increasing its holdings in key hardware providers, Nvidia Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC). This aggressive investment strategy, as revealed by recent regulatory filings, is a clear manifestation of CEO Masayoshi Son’s sharpened focus on the foundational tools and hardware that underpin the rapid advancement of artificial intelligence.
By the close of March, SoftBank’s stake in Nvidia, a leading designer of graphics processing units crucial for AI, had surged to approximately $3 billion. This represents a significant increase from the $1 billion stake held in the previous quarter, highlighting the company’s growing conviction in Nvidia’s role in the AI revolution. Concurrently, SoftBank expanded its portfolio with the acquisition of roughly $330 million worth of shares in TSMC, the world’s largest dedicated independent semiconductor foundry, which is vital for producing the advanced chips required by AI systems. The investment spree also included a purchase of $170 million in Oracle Corp., further diversifying SoftBank’s exposure to technology infrastructure.
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These investments come as SoftBank’s prominent Vision Fund has been actively managing its assets. According to sources familiar with the fund’s operations, the Vision Fund monetized nearly $2 billion in public and private assets during the first half of 2025. This monetization effort aligns with the Vision Fund’s primary objective of prioritizing returns on investment, with no specific pressure from SoftBank to liquidate assets. A representative for SoftBank Group declined to comment on these recent developments.
