SoftBank Stakes in Nvidia, TSMC Show Son's AI Focus

Son is also backing AI infra projects like $500 bn Stargate centre with OpenAI, Oracle, MGX

- Bloomberg

SoftBank Group Corp. is building up stakes in Nvidia Corp. and Taiwan Semiconductor Manufacturing Co., the latest reflection of Masayoshi Son's focus on the tools and hardware underpinning artificial intelligence.

The Japanese tech investor raised its stake in Nvidia to about $3 billion by the end of March, up from $1 billion in the prior quarter, according to regulatory filings. It bought around $330 million worth of TSMC shares and $170 million in Oracle Corp., they show.

That's while SoftBank's signature Vision Fund has monetized almost $2 billion of public and private assets in the first half of 2025, according to a person familiar with the fund's activities. The Vision Fund prioritizes its returns on investment and there is no particular pressure from SoftBank to monetize its assets, said the person, who asked not to be named discussing private information. A representative of SoftBank declined to comment.