Home / SoftBank News: Nvidia Exit, ABB Robotics Deal & More

SoftBank News: Nvidia Exit, ABB Robotics Deal & More

By: Jasmin Espinas

Updated: November 11, 2025

Published: October 8, 2025

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SoftBank, long active in tech-driven investments, has been rebuilding its position after setbacks in Vision Fund. In recent SoftBank news, the company’s Nvidia stake sale has raised concerns.

SoftBank’s Nvidia Exit Raises AI Bubble Concerns

SoftBank’s $5.8 billion sale of its entire Nvidia stake is fueling new concerns that the artificial intelligence market may be overheating.

The sale, announced on November 11, is meant to support CEO Masayoshi Son’s growing investments in OpenAI and a $500 billion U.S. data center project.

The move came as Nvidia shares slipped and some investors questioned whether AI valuations have peaked. Son has a mixed history with Nvidia, having sold too early in 2019 and missing out on major gains.

SoftBank also sold $9.2 billion in T-Mobile shares to raise more capital. With OpenAI reportedly considering a $1 trillion valuation, investors remain cautious as questions grow about how it will fund its $1.4 trillion AI infrastructure ambitions.

SoftBank to Acquire ABB’s Robotics Unit in $5.4B AI Push

SoftBank Group has agreed to acquire the robotics division of Swiss industrial firm ABB for $5.4 billion.

Announced on Wednesday, October 8, the deal reflects CEO Masayoshi Son’s ongoing attempt to reposition SoftBank as a critical supplier in AI-enabled robotics.

SoftBank’s earlier efforts in this area saw limited traction and were later scaled down.

But the company has continued to make precision-focused acquisitions in logistics and AI.

These acquisitions include Berkshire Grey and AutoStore, and a $40 billion investment round in OpenAI.

In March, SoftBank also acquired Ampere, a chip design company, for $6.5 billion.

For ABB, the deal ends a challenging period marked by flat growth and declining margins in its robotics segment. It’s also the first major transaction under the newly appointed CEO Morten Wierod.

ABB expects to close the sale in mid-to-late 2026 and projects roughly $5.3 billion in cash proceeds.

The capital will be directed toward automation upgrades, new production infrastructure, and possibly additional acquisitions, according to Wierod.

SoftBank Expands Stargate With OpenAI & Oracle AI Data Centers

In other SoftBank news, on September 24, SoftBank, OpenAI, and Oracle confirmed five new U.S. locations for Stargate, the AI infrastructure platform led by OpenAI.

The announcement brings the project’s planned capacity to nearly 7 gigawatts, backed by more than $400 billion in committed capital through 2028.

These new sites – located in Shackelford County, Texas; Doña Ana County, New Mexico; and an unannounced Midwest location – join ongoing projects with CoreWeave and the existing flagship buildout in Abilene, Texas.

A separate expansion near Abilene could add another 600 megawatts.

The current pace puts Stargate ahead of schedule to meet its 10-gigawatt, $500 billion target by the end of 2025.

A separate agreement between OpenAI and Oracle, signed in July, includes plans for up to 4.5 additional gigawatts, with financial commitments between the two companies expected to exceed $300 billion over five years.

Combined, the new sites are projected to create over 25,000 direct construction and operational jobs, with additional employment expected through regional suppliers and infrastructure support.

Furthermore, SoftBank and its partners are still reviewing locations for further capacity.

SoftBank News: Conclusion

SoftBank’s Nvidia exit signals a strategic pivot, but it also highlights growing unease over inflated AI market expectations and valuations.

As capital flows toward OpenAI and infrastructure, investors are weighing long-term potential against short-term risks tied to speculative AI growth trajectories.

Whether Son’s bold moves pay off or backfire may define the next chapter of global AI investment and tech market sentiment.

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