--- title: "SoftBank's holdings in NVIDIA and Taiwan Semiconductor reflect Masayoshi Son's emphasis on AI" description: "At the end of the first quarter, Japan's SoftBank Group held approximately $3 billion in NVIDIA, while also purchasing shares of Taiwan Semiconductor and Oracle, amounting to $330 million and $170 mil" type: "news" locale: "en" url: "https://longbridge.com/en/news/252335412.md" published_at: "2025-08-09T12:33:31.000Z" --- # SoftBank's holdings in NVIDIA and Taiwan Semiconductor reflect Masayoshi Son's emphasis on AI > At the end of the first quarter, Japan's SoftBank Group held approximately $3 billion in NVIDIA, while also purchasing shares of Taiwan Semiconductor and Oracle, amounting to $330 million and $170 million, respectively. This indicates founder Masayoshi Son's emphasis on supporting tools and hardware for artificial intelligence (AI) and his desire to play a larger role in the AI field through collaborations with entities like OpenAI Available Bloomberg data shows that SoftBank Group of Japan had a position in NVIDIA worth approximately $3 billion at the end of the first quarter (down to $1 billion by the end of 2024), while simultaneously purchasing about $330 million in Taiwan Semiconductor stock and $170 million in Oracle stock. This trend indicates that SoftBank founder and CEO Masayoshi Son is focusing on tools and hardware that support artificial intelligence (AI). By collaborating with OpenAI, Oracle, and the Abu Dhabi Investment Fund MGX, Masayoshi Son aims to play a more significant role in the AI boom ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md) - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) - [SFTBY.US - SoftBank](https://longbridge.com/en/quote/SFTBY.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US - Direxion Daily NVDA Bear 1X ETF](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 机构 “最超配” 闪迪,“最低配” 英伟达 | 据摩根士丹利最新的统计:“机构对美国大型科技股的低配程度是 17 年来最大的” 相比 2025 年 Q4 的标普 500 指数权重,“$NVDA 仍然是机构低配程度最大的大型科技股,其次是苹果、微软、亚马逊和博通,而存储巨头闪迪则是 “最超 | [Link](https://longbridge.com/en/news/276289765.md) | | 黄仁勋预告 “前所未见” 的芯片新品,下一代 Feynman 架构或成焦点 | 黄仁勋预告今年的 GTC 大会上发布” 世界从未见过” 的全新芯片产品,分析认为新品可能涉及 Rubin 系列衍生产品或更具革命性的 Feynman 架构芯片,市场预期 Feynman 架构将针对推理场景进行深度优化。 | [Link](https://longbridge.com/en/news/276310964.md) | | 为 AI 交易 “背书”!OpenAI 正敲定新一轮融资:以 8300 亿美元估值募资高达 1000 亿美元 | OpenAI 正以 8300 亿美元估值推进新一轮融资,目标筹集 1000 亿美元。软银拟领投 300 亿美元,亚马逊和英伟达可能各投 500 亿及 300 亿美元,微软拟投数十亿美元。本轮融资是 OpenAI 自去年秋季公司制改革以来的首 | [Link](https://longbridge.com/en/news/276298180.md) | | Meta 加码英伟达:未来数年部署数百万颗芯片,首次采用 Grace CPU | 根据周二发布的声明,Meta 承诺将使用更多来自英伟达的 AI 处理器和网络设备。同时,Meta 还将首次在其独立计算机的核心部件采用英伟达的 Grace CPU。此次部署将涵盖基于英伟达当前 Blackwell 架构,以及即将推出的 Ve | [Link](https://longbridge.com/en/news/276177748.md) | | “这很难,但我相信你们”!黄仁勋上周宴请 SK 海力士工程师,亲自敬酒,敦促 “无延迟交付 HBM4” | 英伟达 CEO 黄仁勋罕见 “亲自出马”,在硅谷韩式餐厅宴请 30 多名工程师,敦促 SK 海力士按时交付第六代 HBM4。随着三星率先出货搅动战局,这场关乎下一代 AI 芯片 Vera Rubin 成败的供应链争夺战已进入白热化,SK 海 | [Link](https://longbridge.com/en/news/276298764.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.