SoftBank increases holdings in Nvidia and TSMC.

SoftBank Group is increasing its holdings in Nvidia and TSMC, once again highlighting Masayoshi Son's high level of attention to tools and hardware that support artificial intelligence. Regulatory filings show that as of the end of March, SoftBank's holdings in Nvidia increased from $1 billion in the previous quarter to about $3 billion; at the same time, the company bought about $330 million worth of TSMC stock and $170 million worth of Oracle stock. In addition, according to sources familiar with the matter, SoftBank's iconic Vision Fund has already realized nearly $2 billion in public and private assets in the first half of 2025. The Vision Fund's primary goal is investment returns, and SoftBank has not put any special pressure on liquidating its assets. In SoftBank's artificial intelligence layout, UK chip designer Arm plays a central role. Having almost missed out on the historic rally that sent Nvidia's market value to $4 trillion and TSMC's market value approaching $1 trillion, Masayoshi Son is now teaming up with multiple industry giants to gradually build a strategic investment portfolio around Arm in an effort to catch up.