SoftBank triples Nvidia stake to $3B as AI bets gain momentum
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最新报道：SoftBank has tripled its Nvidia stake to $3 billion while adding TSMC and Oracle shares, aligning with founder Masayoshi Son's AI infrastructure strategy. The Vision Fund is rebalancing toward high-value tech assets despite regulatory scrutiny over its Ampere acquisition. SoftBank is strengthening its semiconductor supply chain through partnerships, including a $500 billion OpenAI data center project and a $1 trillion Arizona AI hub. Despite U.S. regulatory hurdles for key deals, investor confidence remains high, reflected in record stock prices and a $30 billion OpenAI investment. With $25.7 trillion in net assets and a $4.8 billion T-Mobile stake sale, SoftBank is funding AI expansion as it anticipates a Q2 net income rebound.
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