TLDR
- SoftBank is forming a new AI and robotics company called Roze AI, targeting a $100 billion valuation
- The venture plans to use autonomous robotics to build data centers more efficiently
- An IPO is targeted for as early as the second half of 2026 in the U.S.
- SoftBank may bundle existing energy, land, infrastructure assets, and ABB Robotics under Roze
- The company has hired KPMG and is planning an analyst day in Texas in July to build investor interest
SoftBank is preparing to spin out a new artificial intelligence and robotics company called Roze AI, with plans to list it on U.S. markets as early as later this year.
SoftBank plans to establish and float a standalone AI robotics and data center company called Roze in the US, the Financial Times reported, citing sources https://t.co/zJ8zQsDAZ8
— Bloomberg (@business) April 30, 2026
The venture is targeting a valuation of around $100 billion, according to the Financial Times, which cited anonymous sources familiar with the matter.
CEO Masayoshi Son is driving the effort, describing AI and robotics as the “next frontier” for the Japanese conglomerate.
Roze AI’s main focus will be making AI infrastructure construction more efficient. The plan involves using autonomous robots to help build data centers.
SoftBank intends to bundle some of its existing assets under the new entity. That includes energy, land, and infrastructure holdings, as well as ABB Robotics, which SoftBank agreed to acquire last year for $5.4 billion.
ABB Robotics is one of the world’s largest suppliers of industrial robotics and machine automation. SoftBank plans to pair its hardware with AI capabilities.
SoftBank’s energy unit, SB Energy, could be tapped to power Roze’s projects, though it will remain a separate business.
The company has hired KPMG to prepare financial documents ahead of the IPO. Bilal Safeer, an executive at SoftBank-owned Arm, is currently serving as interim CFO of Roze.
Analyst Day and IPO Timeline
SoftBank is planning an analyst day at one of its data center facilities in Texas in July. The event is intended to generate investor interest ahead of a public offering.
Some SoftBank executives have described the plans as ambitious. Uncertainties tied to the conflict in the Middle East are among the factors that could shift the valuation target or timeline.
Son’s AI spending has accelerated in recent years. Earlier this year, SoftBank committed an additional $30 billion to OpenAI as part of a $122 billion funding round. SoftBank is now one of OpenAI’s largest investors.
Investors have raised concerns about how SoftBank plans to fund its growing AI commitments, particularly given that OpenAI remains unprofitable. A successful Roze IPO could help offset some of those pledges.
Funding and Asset Sales
To raise cash for recent investments, SoftBank has discussed selling part of its stake in Intel.
Last year, the company sold its entire Nvidia position for $5.8 billion to free up funds for OpenAI.
SoftBank has also expanded into data centers through the purchase of DigitalBridge and its participation in Stargate, an AI infrastructure project alongside OpenAI and Oracle, though Stargate has faced setbacks.
SoftBank’s analyst day in Texas is scheduled for July 2026.
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