Overview
- SoftBank, according to reports on Thursday, is assembling a new company called Roze to use autonomous robots to speed up data center construction in the United States.
- Executives are targeting a roughly $100 billion valuation and a U.S. IPO as early as 2026, though some inside SoftBank question those goals due to geopolitical and funding uncertainties.
- Preparation steps are underway, with KPMG hired to ready financials, Arm executive Bilal Safeer serving as interim CFO, and an analyst day set for July in Texas to court investors.
- Roze may bundle energy, land, and infrastructure holdings with ABB Robotics, pairing industrial hardware with AI software to build and run large server facilities.
- SoftBank shares jumped about 7% after the reports, signaling investor interest in AI infrastructure plays and potential proceeds that could help cover large OpenAI commitments.