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AI Bubble Warning: Insights from SoftBank and Bill Gates Amid Market Shifts
November 12, 2025 — Global AI markets shift fast as SoftBank sells Nvidia stock and Bill Gates warns of an AI bubble.
SoftBank Sells Nvidia Stock for $5.8 Billion
SoftBank sold all its Nvidia stock. It raised $5.8 billion in one move. The company sold 32.1 million Nvidia shares in October. It sent the money to fund CEO Masayoshi Son’s plans in AI. Son supports investments in OpenAI and a data project called Stargate.
Nvidia stock fell by over 2% in some trading days. The drop pressured the S&P 500 index. CoreWeave, a cloud company that works in AI, cut its forecast. Its stock dropped by 9% soon after. These events make some worry about an AI market bubble.
SoftBank’s value now links closely with OpenAI. Rumors say that OpenAI may list soon with a value near $1 trillion next year. Such a move may bring big gains for investors like Microsoft and SoftBank. Investors are wary, as OpenAI still hides details on funding an AI infrastructure deal valued at $1.4 trillion. SoftBank has a past of heavy losses with its Vision Fund.
Bill Gates Compares AI Bubble to the Dot-Com Era
Bill Gates spoke on CNBC. He warned that an AI bubble may form. He compared the current rush to invest in AI to the dot-com bubble of the late 1990s. He noted that many internet companies collapsed then. He said that a few companies will succeed while many others will not. He called the process a natural chart of winners and losers.
US stock markets hit new highs with AI investments. Some experts think that AI stock prices are too high. They believe a market drop may come soon.
Some voices in the field differ. OpenAI chairman Bret Taylor and fund manager Mark Mobius see a rapid downturn. Others, like Nvidia CEO Jensen Huang and investor Mark Cuban, feel safe with current prices.
Microsoft Puts $10 Billion into a New Data Center in Portugal
Microsoft plans to build a new data center in Portugal. The company will invest $10 billion. The center will focus on AI work. It will be one of Europe’s largest AI projects.
Microsoft works with Start Campus, AI platform Nscale, and chipmaker Nvidia. The plans call for 12,600 next-gen Nvidia GPUs. Start Campus, a joint project by Davidson Kempner (USA) and Pioneer Point Partners (UK), already saw one building open. They aim to invest 8.5 billion euros by 2030 in Sines.
Brad Smith, Microsoft’s President, said that the work will set Portugal as a model for safe, large-scale AI work in Europe. The center will use green energy to cut high power costs. Sines sits at the Atlantic coast. Its position connects Europe, Africa, and the Americas with fiber optic cables under the sea.
Since OpenAI launched ChatGPT in 2022, the need for AI data centers grew fast. Tech firms around the world add to their cloud work.
Industry leaders and investors now watch the market. They wait for signs that balance growth with money risks.
Report by Anh Quang, VTC News.
