SoftBank intends to establish Roze, a new robotics and artificial intelligence business, and float it in the US with a target valuation of $100 billion. According to a Financial Times report, SoftBank is already preparing Roze for an IPO as early as the second half of 2026.
Roze’s primary goal is to employ AI and autonomous robots to automate the building of data centers and other AI infrastructure, primarily in the US market. SoftBank believes that automating this build-out might alleviate labor shortages, reduce delays, and increase efficiency, given the significant demand for new data centers to run AI models.
Inside SoftBank’s $100B Ambition
Sources say Masayoshi Son, the CEO of SoftBank, is personally driving the Roze project as part of his broader push to make SoftBank an “AI company.” The reported $100 billion valuation goal would put Roze in the same league as some of the world’s largest listed chip and software firms, even though it is still in formation.
Some SoftBank executives and outside analysts view the target as aggressive, given Roze’s early stage and the technical challenges in advanced robotics.
However, supporters argue that if Roze can capture a meaningful share of AI data center construction, the market might accept such a rich valuation in a hot infrastructure cycle.
What Roze Will Actually Do
Roze will focus on building and operating data centers using fleets of self-contained devices that handle tasks such as installation, maintenance, and site preparation. The business is anticipated to launch in the United States, where fierce competition for land, power, and skilled labor is intensifying due to the rising demand for AI server farms.
SoftBank is still assembling Roze’s asset base and has not made a formal public announcement, so details such as exact ownership, leadership, and early customers remain fluid. Nonetheless, sources say SoftBank wants Roze to showcase how robots and AI can transform heavy industrial work, not just software and online services.
If Roze goes public near the rumored $100 billion mark, it would rank among the largest AI‑linked IPOs on record and give investors a direct way to bet on physical AI infrastructure. Yet its success will depend on proving that the technology works at scale and that major cloud and AI providers are willing to entrust robots with critical construction tasks.
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