Overview
- SoftBank Group and SoftBank Corp. announced on Thursday, July 2, 2026, the creation of SB Neo, a Delaware‑incorporated U.S. entity that the company says will begin renting AI computing resources to American customers starting next fiscal year and target a fiscal‑year‑2027 service launch.
- SB Neo will be majority owned by SoftBank Corp. with a reported 51% stake and 49% held by SoftBank Group, and the firm plans to sell specialized GPU compute as its core product rather than lease space on other clouds.
- The offering will combine SoftBank’s Infrinia AI Cloud OS, reported use of NVIDIA GB200 NVL72 GPUs, and the company’s planned Ampere Computing acquisition to create an integrated hardware and software stack for model training and inference.
- SoftBank has set very large scale goals including about 10 gigawatts of data‑center capacity by roughly 2030 and has discussed a multibillion‑dollar U.S. infrastructure push alongside a €45 billion plan for French data centers.
- The company faces heavy competition from hyperscalers and specialist GPU providers and must navigate financing, permits, grid connections and customer demand before SB Neo can meet its capacity and revenue targets that executives say could be sharply material to SoftBank’s income.