Archive · 17 Nov 2025
SoftBank and Thiel Sell Nvidia Stakes Amid AI Bubble Concerns
Two big investment funds, one run by billionaire Peter Thiel and another by SoftBank, have sold all their stock in a company called Nvidia.
Nvidia makes computer chips that are very important for artificial intelligence (AI).
These sales have made some people worry that the prices of tech companies might be getting too high, like a bubble that could pop.
SoftBank said they sold their shares so they could use the money for other projects.
People are now looking closely at Nvidia's upcoming financial report to see if companies are still buying a lot of their AI chips.
Some other investment funds have also been reducing their holdings in big tech companies recently.
Thiel Macro, Peter Thiel's hedge fund, reportedly sold its entire $100 million Nvidia stake in Q3.
SoftBank also recently sold its Nvidia stake for $5.83 billion.
These sales have heightened concerns about a potential AI bubble burst and overheated tech valuations.
SoftBank plans to reinvest capital into other ventures, including OpenAI.
Investors are awaiting Nvidia's Q3 results, scheduled for November 19, to gauge demand for AI chips.
- Who
- Peter Thiel's Thiel Macro fund and SoftBank
- What
- Sold their entire stakes in AI chip manufacturer Nvidia
- When
- Q3 2023 (Thiel Macro), November 11 (SoftBank)
- Where
- Nvidia stock market
- Why
- To utilize capital for financing other investments (SoftBank), concerns over AI bubble burst and potentially overheated tech valuations (both).
Growth Optimists
Risk Averse Investors
AI Investment Strategy
Growth Optimists
Believe continued investment in AI justifies divestments to fund growth. SoftBank explicitly stated their goal was to utilize the capital for financing other ventures.
Risk Averse Investors
Worry that rapid tech valuation surge is excessive and presents an unsustainable risk. The sales by prominent investors have spiked concerns of an AI bubble burst on Wall Street.
- SoftBank Stake Sale Value
- $5.83 billion
- Thiel Macro Stake Sale Value
- $100 million
- Thiel Macro Holdings Post-Sale
- Apple, Microsoft, Tesla
- SoftBank's Previous Nvidia Stake
- Entire stake sold
- SoftBank's Continued AI Investment
- OpenAI
- Nvidia Q3 Results Date
- November 19
Sources
Billionaire Peter Thiel cuts Nvidia and this high profile stock: Over 537k shares sold after AI bust
SoftBank stock price snaps 3-day losing streak, jumps 3% despite weakness in Japanese stock market
