Nvidia's AI Advantage Remains

Nvidia's AI Advantage Remains

11 November 2025

SoftBank has divested its stake in Nvidia for $5.8 billion, redirecting investments towards AI ventures like OpenAI. Despite this sale, SoftBank and Nvidia maintain a strong relationship, as SoftBank continues to utilise Nvidia's technology in its ventures.

SoftBank's decision reflects a strategic pivot towards AI, illustrated by its significant investments in OpenAI. This move aligns with SoftBank's broader vision of becoming a key player in the AI ecosystem, capitalising on the growing demand for AI computing. Nvidia is collaborating with SoftBank to build Japan's most powerful AI supercomputer using the NVIDIA Blackwell platform. SoftBank is also creating an AI marketplace using NVIDIA AI Enterprise software to meet the demand for secure AI computing.

Nvidia's AI Aerial platform enabled SoftBank to pilot the world's first combined AI and 5G telecom network. SoftBank will use its Blackwell-powered DGX SuperPOD for its own generative AI development and for universities, research institutions and businesses throughout Japan.

Source:ft.com

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Published on 11 November 2025
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