Following the Nvidia stake sale, SoftBank signalled a strategic pivot to broaden investments in OpenAI and other AI initiatives. The company said proceeds will help fund new AI infrastructure and partnership initiatives, including a $500bn collaborative AI initiative announced earlier this year. SoftBank’s management framed the move as reallocating from a matured hardware winner to platform and services plays where they expect longer-term capture of AI value chains. Investors will look for details on announced deployments and partnership terms.