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SoftBank Group Corp. disclosed in early November that it had sold its entire holding in NVIDIA, shedding around 32.1 million shares for approximately $5.83 billion. The Tokyo‑based conglomerate had built a stake of about $3 billion in NVIDIA by March 2025 and previously exited a similar investment in January 2019 before re‑entering.
SoftBank said the latest exit supports a portfolio shift toward large-scale artificial‑intelligence ventures, including a planned $30 billion investment in OpenAI and participation in a $1 trillion AI manufacturing hub in Arizona. The divestment contributed to SoftBank’s fiscal second‑quarter net income of ¥2.5 trillion ($16.2 billion), significantly above analyst expectations.
Masayoshi Son, SoftBank’s founder, is redirecting capital into infrastructure projects such as the Stargate data center rollout and exploring partnerships with chipmakers like Taiwan Semiconductor Manufacturing Co. to expand AI production.
The company has also considered acquisitions of chip designers, including Marvell Technology and Ampere Computing, as part of a broader plan to control more of the AI hardware stack. SoftBank’s Vision Fund was an early NVIDIA investor, purchasing about $4 billion of shares in 2017, but it sold that stake in 2019 before rebuilding and then exiting again.
News of the SoftBank sale triggered a modest pullback in NVIDIA’s stock. The shares fell about 1.1% to a session low of $196.05 at 6:34 a.m. EST on November 11, 2025. The decline followed a 5.79% gain in the previous session, when the stock closed at $199.05, as investors continued to reward NVIDIA’s leadership in data‑center accelerator chips.
Despite the dip, NVIDIA’s returns over multiple time frames remain outstanding. Year to date, the shares have risen 48.26%, while the one‑year return is 34.87%. Over the past three and five years, the stock has delivered gains of 1,165.33% and 1,463.49%, respectively, far outpacing the S&P 500 index.
SoftBank’s sale has not materially affected the long‑term outlook, with the market still expecting robust demand for NVIDIA’s chips in cloud and artificial‑intelligence applications.
NVIDIA’s scale and profitability remain unprecedented for a semiconductor company. Its market capitalization stood at about $4.85 trillion as of November 10, 2025, ranking it among the world’s most valuable corporations.
The company trades at a trailing price‑to‑earnings ratio of 56.71, while the forward P/E of 30.30 implies analysts expect rapid earnings expansion. The ratios are elevated compared to broader market averages, yet investors appear willing to pay a premium for NVIDIA’s dominant position in AI accelerators.
In fiscal second quarter 2026, NVIDIA reported revenue of $46.74 billion and earnings of $25.78 billion. Those results translate to an exceptional profit margin of about 52.41%, far exceeding most hardware manufacturers.
Management continues to invest in product development and capacity expansion to meet surging demand from hyperscale data‑center operators and enterprise customers. Analysts note that the company’s long‑term prospects depend on sustaining this technological edge as competition intensifies, but for now, NVIDIA remains a clear leader in the AI chip market.
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