SoftBank held 86.96 million Intel shares valued at around $12.14 billion at the end of the June quarter. The size of the holding makes Intel by far the group’s largest disclosed US equity position.
SoftBank’s other major holdings included Symbotic, which accounted for 9.85% of the portfolio at around $1.79 billion, and T-Mobile US, at 9.23% or around $1.68 billion.
Also read: These stocks gained as much as 10% reacting to their respective order wins
However, the 13F filing does not by itself establish when SoftBank acquired or changed the Intel position during the June quarter. SoftBank had already reported holding 86.96 million Intel shares as of March 31, 2026, meaning the disclosed share count was unchanged between the two reporting dates.
Why Intel matters to SoftBank
SoftBank had previously committed $2 billion to Intel, while Nvidia separately announced a $5 billion investment in the chipmaker in 2025.
Intel’s recent operating performance has also shown signs of improvement. The company reported second-quarter 2026 revenue of $16.13 billion, up 25% year-on-year, while non-GAAP earnings per share came in at $0.42, compared with $0.21 expected by analysts.
Revenue from Intel’s Data Center and AI business rose 59% year-on-year to around $6.3 billion in the quarter. CEO Lip-Bu Tan said the company’s second-quarter performance represented its strongest revenue growth in more than 15 years.
Intel has also raised its 2026 capital spending outlook to more than $20 billion and expects spending to be higher again in 2027. For the third quarter, it guided for revenue of $15.8 billion to $16.8 billion and non-GAAP earnings per share of $0.38.
SoftBank expands robotics push
Separately, SoftBank has invested $200 million in Swiss robotics startup Gravis Robotics, which develops autonomous software and hardware for construction machinery.Gravis, a spinout of ETH Zurich founded in 2022, announced the Series A investment on Monday, August 17. The company develops technology for earthmoving equipment that enables autonomous operation and allows operators to supervise fleets remotely.
The startup also said it had been selected to retrofit heavy equipment for an $8 million UK government infrastructure project.
The investment adds to SoftBank’s focus on robotics as Son seeks to expand the group’s presence in artificial intelligence and automation.
SoftBank has previously invested in robotics businesses and established Robo HD, a new holding company focused on the sector.
