SoftBank doubles down on AI with increased investments in Nvidia and TSMC
SoftBank has significantly raised its stakes in Nvidia and Taiwan Semiconductor Manufacturing Co. (TSMC), highlighting a strategic shift toward the foundational hardware of artificial intelligence. The move underlines founder Masayoshi Son’s renewed focus on AI infrastructure rather than startup investing. The company is building positions in both chipmakers through its asset management arm, SB Northstar, and its Vision Fund.
This pivot demonstrates how large investors are betting heavily on AI’s long-term growth potential by securing footholds in leading semiconductor firms.
About the Author
