SoftBank Group Corp. is building up stakes in Nvidia Corp. and Taiwan Semiconductor Manufacturing Co., the latest reflection of Masayoshi Son’s focus on the tools and hardware underpinning artificial intelligence.

Softbank Group Corp is building up stakes in Nvidia Corp and Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the latest reflection of founder Masayoshi Son’s focus on the tools and hardware underpinning artificial intelligence (AI).

SoftBank Group has significantly expanded its holdings in key semiconductor companies as part of its renewed focus on the hardware underpinning AI

At the center of SoftBank’s AI strategy is Arm Holdings Plc, the UK-based chip designer with a 90% stake. Son is now crafting a portfolio of key industry players around Arm, aiming to regain ground after missing the historic AI-fueled rally that propelled Nvidia to a $4 trillion valuation and TSMC close to $1 trillion.

Son eyes a more central role in the spread of AI with SoftBank’s access to some of the semiconductor supply chain’s most lucrative parts.