{"id":6153,"date":"2026-04-03T07:43:07","date_gmt":"2026-04-03T07:43:07","guid":{"rendered":"https:\/\/www.europesays.com\/people\/6153\/"},"modified":"2026-04-03T07:43:07","modified_gmt":"2026-04-03T07:43:07","slug":"softbanks-growing-stakes-in-nvidia-tsmc-show-founder-masayoshi-sons-focus-on-ai-gear","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/people\/6153\/","title":{"rendered":"SoftBank\u2019s growing stakes in Nvidia, TSMC show founder Masayoshi Son\u2019s focus on AI gear"},"content":{"rendered":"

The Japanese technology investor raised its stake in Nvidia to about US$3 billion by the end of March, up from US$1 billion in the prior quarter, according to regulatory filings. It bought around US$330 million worth of TSMC shares and US$170 million in Oracle Corp<\/a>, the filings show.That was while SoftBank\u2019s signature Vision Fund<\/a> monetised almost US$2 billion of public and private assets in the first half of 2025, according to a person familiar with the fund\u2019s activities.<\/p>\n

The Vision Fund prioritises its returns on investment and there is no particular pressure from SoftBank to monetise its assets, said the person who asked not to be named discussing private information. A representative of SoftBank declined to comment.<\/p>\n

At the heart of SoftBank\u2019s AI ambitions is chip designer Arm Holdings<\/a>. Son, who serves as chairman and CEO at SoftBank, is gradually building a portfolio around the Cambridge, UK-based company with key industry players, seeking to catch up after largely missing a historic rally that had made Nvidia into a US$4 trillion behemoth and boosted its contract chipmaker TSMC to near a US$1 trillion value.<\/p>\n

\u201cNvidia is the picks and shovels for the gold rush of AI,\u201d said Ben Narasin, founder and general partner of Tenacity Venture Capital, referring to a concerted effort by the world\u2019s largest technology companies to spend hundreds of billions of dollars to get ahead. SoftBank\u2019s purchase of the US company\u2019s stock may buy more influence and access to Nvidia\u2019s most sought-after chips, he said. \u201cMaybe he gets to skip the line.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"The Japanese technology investor raised its stake in Nvidia to about US$3 billion by the end of March,…\n","protected":false},"author":2,"featured_media":6154,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[157],"tags":[6352,6354,6353,2227,6348,6351,6345,12,6350,4197,251,682,6349,575,613,1489,2581,3986,6344,6018,6346,4233,4056,6347],"class_list":{"0":"post-6153","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-masayoshi-son","8":"tag-abu-dhabi","9":"tag-ampere-computing","10":"tag-arizona","11":"tag-arm-holdings","12":"tag-artificial-superintelligence","13":"tag-comgest-asset-management","14":"tag-data-centre","15":"tag-donald-trump","16":"tag-federal-trade-commission","17":"tag-intellectual-property","18":"tag-japan","19":"tag-masayoshi-son","20":"tag-mgx","21":"tag-nvidia","22":"tag-openai","23":"tag-oracle-corp","24":"tag-semiconductor","25":"tag-softbank-group-corp","26":"tag-stargate-project","27":"tag-start-up","28":"tag-t-mobile","29":"tag-tsmc","30":"tag-vision-fund","31":"tag-yoshimitsu-goto"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/116339658170132983","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/6153","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=6153"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/6153\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/6154"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=6153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=6153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=6153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}