--- title: "SoftBank sells $5.8 billion worth of NVIDIA shares, triggering new concerns about an AI bubble" type: "News" locale: "en" url: "https://longbridge.com/en/news/265372539.md" description: "SoftBank Group sold $5.8 billion worth of NVIDIA shares, raising concerns in the market that the AI boom may have peaked. The sale aims to provide funding support for SoftBank's AI strategy, including investments in OpenAI. NVIDIA's stock price fell 1.7%, dragging down U.S. stock index futures. AI cloud service provider CoreWeave lowered its revenue expectations due to contract delays, with its stock price plummeting 7%. Discussions about the \"AI bubble\" are intensifying, with the CEOs of Morgan Stanley and Goldman Sachs warning that the stock market may face a correction" datetime: "2025-11-11T15:07:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/265372539.md) - [en](https://longbridge.com/en/news/265372539.md) - [zh-HK](https://longbridge.com/zh-HK/news/265372539.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/265372539.md) | [繁體中文](https://longbridge.com/zh-HK/news/265372539.md) # SoftBank sells $5.8 billion worth of NVIDIA shares, triggering new concerns about an AI bubble SoftBank Group sold $5.8 billion worth of NVIDIA shares, triggering market turbulence on Tuesday and intensifying concerns that the "artificial intelligence (AI) boom may have peaked." Previously, executives from Wall Street investment banks and well-known short sellers had repeatedly issued warnings, further exacerbating these concerns. The Japanese tech investment giant stated in its quarterly earnings report that it sold all 32.1 million shares of NVIDIA it held in October. This cash-out aims to provide funding support for CEO Masayoshi Son's comprehensive AI strategy, which centers on a "full bet" on ChatGPT developer OpenAI. SoftBank plans to use the proceeds from the cash-out for several initiatives, including investing $50 billion to advance the "Stargate" project—aimed at expanding the capacity of AI data centers in the U.S.; additionally, it will commit approximately $40 billion in funding to OpenAI, although the announcement did not disclose specific details of this financing. However, SoftBank's decision to sell NVIDIA shares at this time has led some investors to further doubt that the valuations in the AI industry may have detached from fundamentals. NVIDIA's stock price fell 1.7%, dragging down U.S. index futures. Compounding the issue, AI cloud service provider CoreWeave lowered its revenue expectations due to a contract delay, causing its stock price to plummet 7%, further intensifying market panic. In recent weeks, discussions about an "AI bubble" have intensified. Previously, the CEOs of Morgan Stanley and Goldman Sachs warned that the stock market might face a correction; meanwhile, hedge fund manager Michael Burry, known for shorting the U.S. housing market before the 2008 financial crisis, has also begun shorting NVIDIA and Palantir. Many analysts pointed out that SoftBank's sale indicates that Masayoshi Son—one of the most daring investors in the tech industry—believes that NVIDIA's explosive growth may be cooling off. NVIDIA's stock price has surged over 1200% in the past three years, and last month it became the first company to surpass a market capitalization of $5 trillion. However, some analysts noted that SoftBank's past record in managing its NVIDIA holdings has been unstable. According to some estimates, SoftBank sold NVIDIA shares before the AI boom in 2019, missing out on over $100 billion in subsequent stock price gains, and later repurchased shares of the chip giant. "From a timing perspective, it's hard to say that Masayoshi Son has performed well in trading NVIDIA stock," said C.J. Muse, senior managing director at Cantor Fitzgerald. "This sale seems to be more about resource allocation—raising funds to bet in other areas." ### Related Stocks - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) - [SoftBank Group Corp. 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