The new entity, called Roze, would focus on building data centers using autonomous robots and could list as early as this year
SoftBank Group is planning to spin off a new AI and robotics company called Roze and list it in the U.S. at a target valuation of about $100 billion, according to the Financial Times.
According to TechCrunch, Roze's core pitch centers on using autonomous robots as a tool for streamlining the physical work of constructing server farms. SoftBank founder and CEO Masayoshi Son is driving the effort, with some executives targeting a listing in the second half of 2026.
The plans carry caveats. According to Reuters, SoftBank declined to comment on the report. Internally, not everyone is convinced: the Financial Times found resistance among certain SoftBank executives toward the $100 billion figure and the aggressive schedule, with geopolitical instability in the Middle East among the factors fueling their doubts.
The new company's asset base could draw from what SoftBank already owns, pulling in energy holdings, land, and infrastructure from across the conglomerate's portfolio. ABB Robotics — a deal SoftBank struck last year — would likely come along too, with plans to marry that hardware business to AI-driven software.
For Son, a public listing also serves a financial purpose: the proceeds could help cover the enormous sums he has already promised elsewhere, with OpenAI alone accounting for upward of $30 billion in commitments. The firm has separately anchored the Stargate project — a $500 billion push, developed alongside OpenAI, Oracle $ORCL, and other partners, to expand AI computing infrastructure throughout the United States.
SoftBank stock is up more than 18% this year.
