SoftBank Doubles Nvidia Stake to $300M, Boosts TSMC Holdings by $330M for AI Push

SoftBank Group has significantly increased its holdings in Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC), demonstrating a strategic focus on artificial intelligence (AI) foundational tools and hardware. Regulatory filings reveal that by the end of March, SoftBank had doubled its stake in Nvidia to approximately 300 million dollars, up from 100 million dollars in the previous quarter. Additionally, the company acquired 330 million dollars worth of TSMC shares and 170 million dollars worth of Oracle Corporation shares.

This move underscores SoftBank's commitment to AI, particularly through its Vision Fund, which has already realized nearly 200 million dollars from public and private assets in the first half of 2025. The fund's decisions on exits are autonomous, with no pressure from the parent company to liquidate assets.

Arm Holdings, a chip design company, is central to SoftBank's AI strategy. The company is leveraging Arm as a pivot to build an investment portfolio by collaborating with key players in the industry chain. This strategy aims to compensate for the missed opportunity to capitalize on the historic surges in Nvidia's market value, now at 400 billion dollars, and TSMC's market value, close to 100 billion dollars.

Ben Narasin, the founding partner of Tenacity Ventures, noted that "Nvidia is the pickaxe seller in the AI gold rush." SoftBank's stake in Nvidia could potentially secure priority access to chips, allowing it to bypass waiting lists.