nvidia, openai and anthropic Updates

SoftBank Group Corp. has made significant strategic moves, selling over $15 billion worth of shares, including a nearly $5.8 billion stake in Nvidia and T-Mobile US, to fund its ambitious artificial intelligence ventures. These sales, which saw SoftBank's stake in Nvidia drop to less than 5 percent, contributed to a 10 percent fall in SoftBank's shares, marking its largest daily drop in over a year. The capital raised is earmarked for substantial AI investments, notably a $22.5 billion commitment to OpenAI, comprising $10 billion in cash and $12.5 billion in cloud computing credits. SoftBank also plans a follow-on investment in OpenAI in December 2025 and aims to acquire Ampere for $6.5 billion and ABB's robotics business for $5.4 billion, alongside heavy investment in the Stargate project for global data center capacity. While SoftBank's divestment from Nvidia caused a nearly 3 percent drop in Nvidia shares, experts suggest this could ultimately benefit Nvidia as SoftBank reinvests in AI companies that are major customers for Nvidia's microchips. In other major AI developments, Anthropic announced plans to invest $50 billion in US AI infrastructure, part of a broader trend seeing global annual AI spending projected to reach $375 billion by year-end. This includes Amazon and Google supplying chips to Anthropic, and Oracle providing cloud capacity to Meta. AI chip startup D-Matrix Corp. achieved a $2 billion valuation after securing $275 million in new investments from entities like Qatar Investment Authority and Singapore's EDBI, bringing its total funding to $450 million for increasing production of its accelerator chips for AI inference. Meanwhile, Tesla shares saw a slight increase as investors prioritized the company's growing AI projects and potential high-margin software and services over recent slower electric vehicle sales. Elon Musk's new pay package also ties targets to autonomy and robotics. Super Micro Computer stock has surged over 200 percent in 2024, driven by strong demand for its high-performance servers and storage solutions essential for AI models, benefiting from partnerships with GPU makers like Nvidia. On the other hand, Datavault AI shares fell 11.7 percent after reporting a 150 percent revenue increase to $1.2 million, but also a wider net loss of $6.5 million due to increased spending. Dow and Kyndryl expanded their partnership to modernize Dow's IT infrastructure with AI and automation, aiming for improved operational efficiency and cost reduction. In the crypto space, DeepSnitch AI's presale price jumped 50 percent to $0.02244, raising over $510,000, as it offers real-time market intelligence using AI agents to spot trends and detect potential scams, coinciding with discussions by CFTC Chair Caroline Pham about allowing leveraged spot crypto trading in the US.

Key Takeaways

• SoftBank sold over $15 billion in shares, including a nearly $5.8 billion stake in Nvidia and T-Mobile US, to fund its AI investments.
• SoftBank committed $22.5 billion to OpenAI, consisting of $10 billion cash and $12.5 billion in cloud computing credits.
• SoftBank's stock fell 10 percent after the Nvidia share sale, reaching a nearly two-year low.
• Anthropic plans a $50 billion investment in US AI infrastructure, with Amazon and Google supplying chips.
• AI chip startup D-Matrix Corp. is now valued at $2 billion after raising $275 million in new investments, totaling $450 million.
• Tesla shares rose as investors focused on its AI projects and potential high-margin software, despite slower EV sales.
• Super Micro Computer stock surged over 200 percent in 2024 due to high demand for its AI hardware and partnerships with GPU makers like Nvidia.
• Datavault AI shares dropped 11.7 percent after reporting a $6.5 million net loss, despite a 150 percent revenue increase to $1.2 million.
• Dow partnered with Kyndryl to use AI and automation for IT modernization, aiming to improve operational efficiency and reduce costs.
• DeepSnitch AI's crypto presale price increased 50 percent to $0.02244, raising over $510,000, offering AI-powered market intelligence tools.

SoftBank Sells Nvidia Shares to Fund OpenAI Investment

SoftBank sold $5.8 billion worth of Nvidia shares to help fund its $22.5 billion commitment to OpenAI. This investment includes $10 billion in cash and $12.5 billion in cloud computing credits. SoftBank CEO Masayoshi Son leads this high-stakes gamble on OpenAI, a company that has not yet made a profit. The sale shows SoftBank's urgent need for cash for its AI ventures. This move highlights the financial efforts SoftBank is making to meet its obligations.

SoftBank Sells Nvidia T-Mobile Stakes for AI Investments

SoftBank Group Corp. sold its shares in Nvidia and T-Mobile US, raising over $15 billion. The company will use this money to invest more in artificial intelligence. SoftBank announced these sales in its fiscal second-quarter earnings report. The report also showed a net loss of $11.7 billion for the company. SoftBank's Vision Fund aims to generate returns and remains committed to its AI strategy despite the losses.

SoftBank Shares Drop 10 Percent After Nvidia Sale

SoftBank Group Corp. shares fell 10 percent on Monday, reaching a nearly two-year low. This happened after the company sold about $5.8 billion of its Nvidia shares. The sale reduced SoftBank's stake in Nvidia to less than 5 percent. SoftBank needs this capital to fund its growing investments in artificial intelligence and other new technologies. CEO Masayoshi Son plans significant AI investments despite recent financial challenges for the Vision Fund.

SoftBank Stock Falls 10 Percent After Nvidia Stake Sale

SoftBank Group Corp. shares dropped 10 percent on Monday, its largest daily fall in over a year. The company sold most of its Nvidia stake for about $3.6 billion in the fiscal fourth quarter. This move aims to raise money for CEO Masayoshi Son's vision of an AI empire. Investors are concerned about SoftBank's strategy and its ability to fund its AI ventures. The Vision Fund has faced challenges, and this sale signals a shift in investment strategy.

DeepSnitch AI Crypto Presale Jumps 50 Percent

DeepSnitch AI, a crypto presale, has seen its price jump 50 percent to $0.02244. It has already raised over $510,000. This growth comes as CFTC Chair Caroline Pham discusses allowing leveraged spot crypto trading in the US next month. DeepSnitch AI offers real-time market intelligence using AI agents to spot trends and detect potential rug pulls with its SnitchScan tool. This development could bring more liquidity and opportunities to the crypto market.

DeepSnitch AI Crypto Presale Price Rises 50 Percent

DeepSnitch AI, a crypto presale, has seen its price increase by 50 percent to $0.02244. The project has raised over $510,000 so far. This surge happens as CFTC Chair Caroline Pham considers approving leveraged spot crypto trading in the US soon. DeepSnitch AI uses AI agents to provide real-time market intelligence, helping traders identify trends and avoid scams with its SnitchScan tool. This potential policy change could boost the crypto market and benefit early-stage tokens.

SoftBank Sells Nvidia Stake to Boost AI Investments

SoftBank sold its nearly $5.8 billion stake in Nvidia, causing Nvidia shares to drop almost 3 percent. Financial Times expert John Foley suggests this might not be bad for Nvidia. SoftBank is reinvesting this money into other AI companies like OpenAI, which are major customers of Nvidia's microchips. This move could create more business for Nvidia in the long run. The International Energy Agency also released a new forecast for oil and gas demand.

Datavault AI Stock Drops 11.7 Percent After Earnings

Datavault AI shares fell 11.7 percent on Tuesday. This drop followed the company's third-quarter financial results. Datavault AI reported $1.2 million in revenue, a 150 percent increase from last year. However, its net loss grew to $6.5 million, or $0.15 per share, due to higher spending on research, development, sales, and marketing. Investors reacted negatively to the wider loss and the company's path to making a profit.

Dow Partners With Kyndryl for AI IT Modernization

Kyndryl and Dow have expanded their nearly two-decade partnership. They will use AI and automation to modernize Dow's IT infrastructure and applications. This aims to make Dow's operations more agile and speed up innovation. The chemical industry leader expects to improve global operational efficiency and reduce costs. This move could positively impact Dow's financial performance and make its stock more attractive to investors.

AI Chipmaker D-Matrix Valued at $2 Billion After New Funding

AI chip startup D-Matrix Corp. is now valued at $2 billion after raising $275 million in new investments. Investors include Qatar Investment Authority and Singapore's EDBI. The company, founded in 2019, focuses on accelerator chips for AI inference. D-Matrix has raised a total of $450 million and will use the new funds to increase production and customer support. CEO Sid Sheth hopes to secure deals with sovereign AI projects in Singapore and Qatar.

Tesla Stock Rises as Investors Focus on AI Future

Tesla shares increased slightly even as new data showed slower electric vehicle sales. Investors are looking past car sales and focusing on the company's growing artificial intelligence projects. They believe high-margin software and services will drive future earnings. Elon Musk's new pay package also highlights AI, with targets tied to autonomy and robotics. While some analysts worry about sales, others believe software revenue will lead to growth.

Anthropic Plans $50 Billion Investment in US AI Infrastructure

Anthropic announced plans to invest $50 billion in AI infrastructure across the United States. This is part of a growing trend of large AI investments this year. Other major deals include OpenAI and Amazon, Google supplying chips to Anthropic, and Oracle providing cloud capacity to Meta. The Energy Department also partnered with AMD for AI supercomputers. Global annual AI spending is expected to reach $375 billion by the end of the year.

Super Micro Computer Stock Soars With AI Demand

Super Micro Computer stock has risen over 200 percent in 2024, driven by strong demand for AI hardware. The company makes high-performance servers and storage solutions essential for AI models. Super Micro's success comes from its customizable servers and partnerships with GPU makers like NVIDIA. The company is expanding globally and serves a diverse customer base. While the stock has performed well, risks include supply chain issues and intense competition in the AI hardware market.

SoftBank Sells Nvidia Stake to Focus on AI Platforms

SoftBank sold its entire $5.8 billion stake in Nvidia in late 2025, even as AI hardware stocks surged. The company reported strong Q3 2025 earnings with a net profit of $6.37 billion. SoftBank sees this sale as taking profits at a peak and a strategic shift towards foundational AI models and infrastructure. It plans a follow-on investment in OpenAI in December 2025. SoftBank also aims to acquire Ampere for $6.5 billion and ABB's robotics business for $5.4 billion. The company is also investing heavily in the Stargate project for global data center capacity.

Sources

• SoftBank Hunts for Pennies to Meet Its OpenAI Commitment
• SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push
• SoftBank Shares Slide 10% After $5.8 Billion Nvidia Stake Sale
• SoftBank Dives 10% After Ditching $5.8 Billion Nvidia Stake
• Best Crypto Presale: DeepSnitch AI Jumps 50% Amid CFTC’s Leveraged Trading Push
• Best Crypto Presale: DeepSnitch AI Jumps 50% Amid CFTC’s Leveraged Trading Push
• Transcript: SoftBank divesting from Nvidia could be good, actually
• Datavault AI (NASDAQ:DVLT) Trading Down 11.7%
• Is AI-Powered IT Modernization With Kyndryl Shifting the Investment Case for Dow (DOW)?
• AI Chipmaker D-Matrix Valued at $2 Billion With Investments From Qatar, Singapore’s EDBI
• Tesla Stock Holds Up as Investors Look Past Slowing Car Sales to the AI Story
• 2025’s AI Spending Frenzy Continues: Anthropic Invests $50 Billion on AI Infrastructure (List)
• Where Will Super Micro Computer Stock Be in 5 Years?
• SoftBank Dumps Nvidia: How Did Its Investment History Predict the Outcome