SoftBank Planning $100B AI & Robotics IPO Dubbed 'Roze' This Year
SoftBank is reportedly planning to create and list a new AI and robotics company called Roze with a potential valuation up to $100 billion, incorporating robotics and data center assets as part of CEO Masayoshi Son's push for physical AI infrastructure and industrial automation.
SoftBank's Physical AI Push
SoftBank is reportedly planning to create and list a new AI and robotics company, Roze, in the U.S., with a potential valuation of up to $100 billion, with the company expected to include robotics and data center-related assets, and the plan fits Masayoshi Son's broader bet that AI will need physical infrastructure, robotics, and industrial automation, not just software models.
IPO Timeline & Market Implications
The IPO could come as early as the second half of 2026, part of a broader effort to capitalize on surging investor demand for AI while also helping SoftBank manage its massive financial commitments, including tens of billions invested in OpenAI and other large-scale infrastructure projects.
Physical Infrastructure Strategy
The venture is expected to focus on the physical buildout of AI infrastructure—using robotics to help construct data centers and bundling together SoftBank's existing bets in energy, land, and digital infrastructure—as CEO Masayoshi Son doubles down on "physical AI" as the next frontier.
Market Narrative
A Roze IPO would test public-market appetite for large-scale AI robotics platforms, and robotics may become the next major public-market AI narrative after chips and data centers.