Key Highlights
- Roze AI represents SoftBank’s newest venture, aiming for a $100 billion market capitalization
- The company will deploy autonomous robotics to streamline data center construction
- Public offering on U.S. exchanges could happen in the second half of 2026
- SoftBank plans to consolidate energy holdings, land assets, infrastructure properties, and ABB Robotics into Roze
- KPMG has been engaged for IPO preparation, with a Texas analyst event scheduled for July to attract institutional investors
SoftBank is moving forward with plans to create and publicly list Roze AI, a specialized artificial intelligence and robotics enterprise designed for U.S. capital markets debut potentially in late 2026.
The company aims to achieve approximately $100 billion in market value, based on reporting from the Financial Times, which referenced individuals with knowledge of the initiative.
Masayoshi Son, the conglomerate’s chief executive, characterizes AI and robotics as representing the “next frontier” for SoftBank’s strategic direction.
Roze AI will concentrate on revolutionizing how AI infrastructure gets built. The approach centers on deploying autonomous robotic systems to construct data centers with greater speed and efficiency.
SoftBank intends to consolidate various existing portfolio components within the new company. These assets span energy resources, real estate holdings, infrastructure investments, and ABB Robotics, which SoftBank moved to acquire in 2024 through a $5.4 billion transaction.
ABB Robotics ranks among the global leaders in industrial automation and robotic manufacturing systems. SoftBank’s strategy involves integrating this hardware expertise with advanced AI capabilities.
SB Energy, SoftBank’s power generation division, may provide electricity for Roze’s operations, while maintaining its independence as a standalone enterprise.
KPMG has been retained to develop the financial documentation required for the public offering. Bilal Safeer, an executive from SoftBank subsidiary Arm, currently holds the interim chief financial officer position at Roze.
Investor Outreach and Public Offering Schedule
SoftBank has organized an analyst presentation at a Texas data center location for July. This gathering aims to build momentum and institutional interest before launching shares to the public.
Several SoftBank leaders have characterized the objectives as highly ambitious. Geopolitical tensions in the Middle East represent one variable that could influence either the valuation expectations or the offering timeline.
Son has dramatically increased his AI spending throughout the past several years. In early 2025, SoftBank allocated another $30 billion to OpenAI within a $122 billion financing round. The Japanese firm now ranks among OpenAI’s principal backers.
Market observers have questioned SoftBank’s capacity to sustain its expanding AI financial obligations, especially considering OpenAI continues to operate at a loss. A prosperous Roze public offering would provide capital to balance these commitments.
Capital Generation and Portfolio Adjustments
SoftBank has explored divesting a portion of its Intel holdings to generate liquidity for recent technology bets.
In 2024, the firm liquidated its complete Nvidia shareholding, realizing $5.8 billion to finance its OpenAI participation.
The company has simultaneously pursued data center opportunities through acquiring DigitalBridge and joining Stargate, an AI infrastructure consortium with OpenAI and Oracle, though Stargate has encountered implementation challenges.
The Texas analyst presentation is scheduled for July 2026.
