Nvidia is out. OpenAI is in. Does that make sense?

SoftBank's Q2 2025 earnings call highlights "Physical AI" as a core new strategy, affirming the vision Bear Robotics has championed since its inception. REDWOOD CITY, CA / ACCESS Newswire / November 13,

SoftBank Group has sold $5.8 billion sale of Nvidia stake reigniting fears around the AI bubble. Recently, Wall Street bank chiefs and notable short seller Michael Burry have raised warnings around risks from a bubble.

SoftBank has been making waves in the investment world and has become one of the most significant financial beneficiaries of the current AI boom. Its Vision Fund reported a gain of ¥3.5 trillion in investments, much of which resulted from its OpenAI holdings, and is now estimated to total ¥2.16 trillion for the quarter.

SoftBank Groups upcoming second-quarter earnings report arrives as the company rides a wave of artificial intelligence (AI) investment that has driven its share price to record highs. However, analysts warn that the