Overview
- Multiple outlets report that SoftBank is forming a new U.S.-focused company called Roze to use autonomous robots to speed construction of AI data centers.
- Executives are discussed as aiming for a valuation of about $100 billion with a possible 2026 public listing, though the timing and price remain uncertain.
- Plans described in the reports include bundling SoftBank land, energy, and infrastructure assets under Roze and integrating ABB Robotics, which SoftBank agreed to acquire last year.
- Some people inside SoftBank are said to doubt the aggressive timetable and valuation, and the company has not responded to requests for comment.
- The effort fits Son’s broader U.S. buildout that includes large data-center projects, the Stargate partnership, and major backing for OpenAI, which together require significant capital.