SoftBank Amplifies AI Bets with Nvidia and TSMC Stakes

SoftBank Group Corp. is deepening its commitment to artificial intelligence infrastructure, significantly increasing holdings in Nvidia Corp. and Taiwan Semiconductor Manufacturing Co. Regulatory filings reveal the Japanese conglomerate boosted its Nvidia position to $3 billion as of March, up from $1 billion the previous quarter, while adding $330 million in TSMC shares.

The moves underscore Masayoshi Son's strategic pivot toward foundational AI hardware. SoftBank's Vision Fund simultaneously liquidated nearly $2 billion in assets during early 2025, though sources indicate this reflects routine portfolio management rather than financial pressure. Arm Holdings Plc remains central to SoftBank's AI ecosystem, with Son methodically constructing a complementary investment web around the chip designer.