Bloomberg Intelligence Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets
11 snips
Nov 11, 2025 
Ed Ludlow, a tech reporter based in San Francisco, discusses SoftBank's sale of its Nvidia stake to invest in AI. Geetha Ranganathan reviews Paramount Skydance's mixed earnings and strategic cost-cutting in media. Justin Teresi explains a landmark Visa/Mastercard settlement worth $38 billion and its potential impact on merchants. Matthew Palazola reflects on Warren Buffett's decision to step back from the public eye and what it means for Berkshire Hathaway's future, following their massive cash reserves.
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SoftBank Cashes Out To Fund AI Bets
- SoftBank sold its entire Nvidia stake for about $5.6–5.8 billion to fund other AI investments.
- Ed Ludlow highlights this as cash realization to redeploy into Vision Funds, Stargate and compute startups.
Concentration Risk From OpenAI Exposure
- SoftBank faces concentration risk from heavy OpenAI exposure via investments and Stargate partnerships.
- Ludlow notes diversification via ARM and Ampere involvement but says allocation questions remain.
CoreWeave's Guide Cut From Data Center Delay
- CoreWeave trimmed fiscal guidance by roughly $200 million due to delayed third‑party data‑center capacity.
- Ludlow stresses demand outstrips capacity for CoreWeave despite the one‑customer timing hit.