日本软银集团(9984.JP)正在增持Nvidia(NVDA.US) 及台积电(TSM.US) ，显示软银正专注投资AI基础工具及硬件。根据监管文件，截至3月底，软银在Nvidia的持股总值增至约30亿美元，高于上一季的10亿美元。同时，软银亦买入总值约3.3亿美元的台积电股票及1.7亿美元的甲骨文(ORCL.US) 股票。
《彭博》引述消息人士报道，软银旗下愿景基金已在上半年套现近20亿美元的公共及私人资产货币化。目前软银首席执行官孙正义正寻求更广泛的合作，试图在AI发展上扮演更重要的角色。孙正义认为，美国的大型AI投资计划将有潜力协助软银超越Nvidia，并成为一间市值数万亿美元甚至更大的公司。(mn/a)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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