Nvidia Blackwell GPUs Drive Demand While Google Develops Ironwood TPUs

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SoftBank recently made headlines by selling its entire stake in Nvidia, offloading 32.1 million shares for $5.83 billion in October. This significant move, alongside the sale of T-Mobile shares for $9.17 billion, forms part of SoftBank's strategic pivot to fund substantial new investments, particularly in artificial intelligence. Chief Financial Officer Yoshimitsu Goto emphasized that the decision was not a reflection on Nvidia itself, but rather a means to create investment opportunities while maintaining financial strength. SoftBank now plans to pour up to $40 billion into OpenAI, with $34.7 billion expected by December, and has already committed $22.5 billion for OpenAI this quarter. The company first invested in OpenAI last September and also joined OpenAI and Oracle in the ambitious $500 billion Stargate AI project in February. SoftBank's Vision Fund, which saw a $19 billion profit, is actively investing across AI sectors like semiconductors, robotics, and large language models, contributing to SoftBank's profits nearly tripling to $13 billion for the six months ending September. The company remains connected to Nvidia through other AI projects like Stargate. The broader AI market shows a mixed picture. Investors recently returned to artificial intelligence stocks, leading to gains in technology shares, with CoreWeave, an AI infrastructure provider, reporting its third-quarter revenue more than doubled. However, concerns about a potential "AI bubble" persist, especially given OpenAI's projection to burn $115 billion by 2029. Wall Street is also showing a nuanced reaction to AI spending: large tech companies like Alphabet (Google) and Amazon are rewarded for increasing their AI investments, while others like DoorDash, Duolingo, and Roblox saw their shares fall significantly after announcing similar plans, with analysts citing concerns over short-term profit impacts. Meanwhile, specific companies are navigating the AI landscape with varying fortunes. Super Micro Computer, known for its AI servers, saw its stock price drop 57% from its March 2024 peak, despite benefiting from demand for Nvidia's Blackwell GPUs. This decline followed a short-seller report and a 15% revenue decrease to $5 billion in its fiscal 2026 first quarter. In contrast, IBM's stock has surged 43% in 2025, nearing a buy point of 319.35, driven by its advancements in AI-powered software and quantum computing, even outpacing Nvidia in performance this year. AMD is set to host its financial analyst day, offering insights into its AI strategy. On the development front, Google plans to release Ironwood, its seventh-generation and most powerful Tensor Processing Unit (TPU) chip, reinforcing its position in AI infrastructure. Even as major players make strategic shifts, new ventures are emerging. AI voice startup Beside, which operated secretly for 18 months, raised $32 million, including a $20 million Series A round led by EQT Ventures. Beside offers an "AI receptionist" service, handling millions of calls monthly for 20,000 paying customers. Amidst these developments, Scale AI's CFO Dennis Cinelli is actively refuting claims that the company is a "zombie company," clarifying that a $14.3 billion investment deal with Meta in June was mischaracterized and the company's future path is misunderstood.

Key Takeaways

SoftBank sold its entire 32.1 million share stake in Nvidia for $5.83 billion in October to fund new AI investments.
SoftBank plans to invest up to $40 billion in OpenAI, with $34.7 billion expected by December, and has already committed $22.5 billion for OpenAI this quarter.
SoftBank's profits nearly tripled to $13 billion for the six months ending September, partly due to a $19 billion profit from its Vision Fund's AI investments.
Super Micro Computer's stock dropped 57% from its March 2024 peak, with fiscal 2026 first-quarter revenue falling 15% to $5 billion, despite demand for Nvidia's Blackwell GPUs.
IBM's stock has risen 43% in 2025, driven by AI-powered software, and is nearing a buy point of 319.35, outperforming Nvidia this year.
Wall Street rewards large companies like Alphabet (Google) and Amazon for increasing AI investments but punishes others like DoorDash and Duolingo for similar spending due to short-term profit concerns.
Google (Alphabet) is a top AI pick, providing both applications and infrastructure, and will release its seventh-generation Ironwood TPU chip.
Scale AI's CFO Dennis Cinelli denies "zombie company" claims, clarifying that a $14.3 billion Meta deal was mischaracterized.
AI voice startup Beside raised $32 million, including a $20 million Series A led by EQT Ventures, for its "AI receptionist" service, which serves 20,000 paying customers.
AMD will host its financial analyst day, offering insights into its AI strategy amidst a rebound in AI stocks.

SoftBank Sells Nvidia Shares to Boost AI Investments

SoftBank sold its entire stake in Nvidia, totaling 32.1 million shares, for $5.83 billion in October. The company also sold part of its T-Mobile stake for $9.17 billion. SoftBank's Chief Financial Officer Yoshimitsu Goto stated these sales are part of a strategy to fund new investments, especially in artificial intelligence. The company needs $30.5 billion for investments in the October to December quarter, including $22.5 billion for OpenAI and $6.5 billion for Ampere. SoftBank remains connected to Nvidia through other AI projects like the $500 billion Stargate data center project.

SoftBank Sells Nvidia Stake to Fund AI Focus

SoftBank sold its full stake in Nvidia for $5.83 billion in October, as reported on November 11, 2025. The Japanese company sold 32.1 million Nvidia shares to focus on artificial intelligence investments, including OpenAI's ChatGPT. SoftBank also sold some T-Mobile shares for $9.17 billion. Chief Financial Officer Yoshimitsu Goto explained this move helps provide investment opportunities while maintaining financial strength. An analyst noted SoftBank needs at least $30.5 billion for investments this quarter, with $22.5 billion for OpenAI and $6.5 billion for Ampere.

SoftBank Sells Nvidia Shares for OpenAI Investments

SoftBank sold its entire Nvidia stake for about $5.83 billion to fund major investments in artificial intelligence, especially OpenAI. Chief Financial Officer Yoshimitsu Goto stated this decision was not about Nvidia itself but to provide more investment opportunities. SoftBank's profits almost tripled to about $13 billion for the six months to September, partly due to a $19 billion profit from its Vision Fund. The Vision Fund is actively investing in AI across semiconductors, robotics, and large language models. SoftBank's first investment in OpenAI was in September last year.

SoftBank Exits Nvidia to Boost AI Investments

SoftBank sold its remaining stake in Nvidia for $5.83 billion, or about €5.4 billion, to focus on new AI investments. The company reported a net profit of ¥2.5 trillion, or €14 billion, for the three months to September, more than double the previous year. This profit surge came from gains in its Vision Fund, driven by high valuations of AI firms. SoftBank's Chief Financial Officer Yoshimitsu Goto explained the company aims to provide many investment opportunities while staying financially strong. SoftBank plans to invest up to $40 billion in OpenAI, with $34.7 billion expected by December, and joined OpenAI and Oracle in a $500 billion Stargate AI project in February.

SoftBank Sells Nvidia Stake for AI Focus

SoftBank Sells All Nvidia Shares for $5.83 Billion

SoftBank sold its entire stake in Nvidia for $5.83 billion in October, as announced in November 2025. The company sold 32.1 million Nvidia shares, and the funds will help finance its $22.5 billion investment in OpenAI. SoftBank first invested in Nvidia in 2017 through its Vision Fund, building a $4 billion stake. It sold this holding in January 2019 but re-entered in 2020, increasing its stake to about $3 billion by March 2025 before this latest full exit.

AI Stocks Rebound as Investors Return to Tech

Investors showed renewed interest in artificial intelligence stocks on Monday, leading to gains in technology shares. CoreWeave, an AI infrastructure provider, reported its third-quarter revenue more than doubled, exceeding expectations. Meanwhile, the U.S. Senate is voting on a deal to end the government shutdown, which still needs House approval and President Donald Trump's signature. AMD, a chipmaker, will host its financial analyst day on Tuesday, offering insights into the AI trade. Separately, Russian President Vladimir Putin ordered officials to boost rare earth element production, as Russia holds 3.8 million tonnes of reserves.

AI Stocks Bounce Back After Recent Declines

Investors returned to artificial intelligence stocks on Monday, November 10, 2025, after recent declines. Technology stocks led the gains, showing renewed confidence in the AI market. SoftBank and Sony both exceeded fiscal second-quarter earnings estimates. The U.S. Senate passed a deal to reopen the government, which still requires House approval and President Donald Trump's signature. Separately, Russian President Vladimir Putin ordered officials to increase rare earth element production, as Russia possesses 3.8 million tonnes of these reserves.

Supermicro Stock Faces Challenges in AI Market

Super Micro Computer, known for its AI computer servers and liquid cooling systems, saw its stock price drop by 57% from its March 2024 peak. This decline followed slowing growth and a short-seller report from August 27, 2024, which accused the company of accounting issues. Although an independent committee found no wrongdoing in December 2024, Supermicro's fiscal 2026 first-quarter revenue fell 15% to $5 billion, and net income dropped 60% to $168 million. The company still benefits from demand for Nvidia's Blackwell GPUs and sovereign AI projects. However, concerns exist about the long-term returns on AI investments, with OpenAI expecting to burn $115 billion by 2029.

Supermicro Stock Struggles Amid AI Market Shifts

Super Micro Computer, a key provider of AI computer servers and cooling systems, saw its stock price fall 57% from its March 2024 high. This drop followed a short-seller report on August 27, 2024, alleging accounting problems, though an independent committee found no wrongdoing in December 2024. In its fiscal 2026 first quarter ending September 30, Supermicro's revenue decreased 15% to $5 billion, and net income dropped 60% to $168 million. Despite benefiting from Nvidia's Blackwell GPUs and sovereign AI, the company's growth has slowed. Investors are also questioning the long-term financial returns of large AI investments.

SoftBank AI Bets Face Scrutiny as Earnings Loom

Technology investor SoftBank Group will report its second-quarter earnings on Tuesday. The company's stock price has soared due to heavy investments in artificial intelligence. However, concerns are growing about a potential "AI bubble," which could lead SoftBank to overinvest in highly valued companies. Analysts are upgrading SoftBank's share price target, but the risks of its large AI bets, especially in OpenAI, remain a key focus for investors.

IBM Stock Nears Buy Point With AI and Quantum Focus

IBM stock is nearing a buy point as the company advances its artificial intelligence and quantum computing efforts. The stock has risen 43% in 2025, driven by expected growth in its AI-powered software. IBM shows a strong Composite Rating of 90 out of 99 and an Industry Group Ranking of 81 out of 197. The stock is forming a cup-base breakout pattern, with a buy point identified at 319.35. IBM's performance has even outpaced six of the "Magnificent Seven" members this year, including Nvidia.

SoftBank Profits Soar From AI Stock Boom

Japan's SoftBank Group announced its net profit more than doubled in the second quarter. This significant increase came from a boom in artificial intelligence related share prices. However, this surge in AI stock values has also raised concerns about a potential market bubble. Some fear a situation similar to the dot-com boom that burst years ago.

Wall Street Rewards Big Tech AI Spending, Punishes Others

Wall Street is reacting differently to AI spending across tech companies. Investors rewarded large companies like Alphabet and Amazon for increasing their AI investments. However, shares of DoorDash, Duolingo, and Roblox fell after they announced plans for significant AI spending. DoorDash's stock sank 17% after its third-quarter report, and Duolingo's stock lost a quarter of its value. Analysts downgraded these companies, citing concerns that increased investments would hurt short-term profits and valuations.

AI Voice Startup Beside Raises $32 Million

AI voice startup Beside raised $32 million to expand its "AI receptionist" service for small businesses. The company, which operated secretly for 18 months as M1, already handles millions of calls each month and has 20,000 paying customers. Beside's AI receptionist answers calls, remembers customer details, books appointments, and handles follow-ups through an app. CEO Maxime Germain says it acts like a perfect memory chief of staff for professionals like contractors and real estate agents. EQT Ventures led a $20 million Series A round, praising Beside for rethinking how work gets done.

Investor Recommends Buying Dip in AI Hyperscaler Stocks

Portfolio manager Tom Hancock suggests investors buy into artificial intelligence stocks, especially hyperscalers like Alphabet, during recent market dips. Hancock, who manages the GMO U.S. Quality ETF, remains positive about AI despite worries of a market bubble. He believes strong companies can withstand volatility, unlike smaller firms. Alphabet is a top pick because it provides both AI applications like Google Search and YouTube, and infrastructure with its custom Tensor Processing Unit chips. Google will soon release Ironwood, its seventh-generation and most powerful TPU chip.

Scale AI CFO Denies "Zombie Company" Label

Scale AI's CFO Dennis Cinelli is pushing back against claims that the artificial intelligence company is a "zombie company." These concerns arose after a $14.3 billion investment deal with Meta in June, which many believed meant Meta was acquiring Scale AI's founder, Alexandr Wang, and key staff. Cinelli stated that the deal has been "mischaracterized" and the company's future path is "misunderstood." He aims to assure stakeholders about Scale AI's strength and future plans.