SoftBank Eyes $100 Billion Roze Listing for AI Data Centers
Masayoshi Son’s proposed US robotics venture could seek a valuation of up to $100 billion as SoftBank looks to fund its widening AI infrastructure push.
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[Image source: Chetan Jha/MITSMR India]
SoftBank Group is planning to create and list a US-based artificial intelligence and robotics firm called Roze, with executives discussing a valuation of as much as $100 billion, the Financial Times reported.
Roze would focus on using robotics to automate parts of data center construction, a bottleneck as AI firms race to expand computing infrastructure.
The plan is being pushed by SoftBank founder Masayoshi Son as the Japanese investment group looks for fresh sources of capital to support its expanding AI commitments, including investments tied to OpenAI and large-scale data center projects.
SoftBank is reportedly holding an analyst event at a Texas data center facility in July to present the proposed business.
The group has not decided how much of Roze it would sell. SoftBank has typically retained large stakes in listed portfolio firms and continues to own nearly 90% of Arm after the chip designer’s 2023 public offering.
Roze is expected to draw on SoftBank’s wider AI infrastructure portfolio, including its planned acquisition of ABB’s robotics business, land holdings and data center assets.
SoftBank agreed in October 2025 to acquire ABB’s robotics division for $5.375 billion, with the transaction expected to close in mid to late 2026, subject to regulatory approvals.
The proposed venture comes as SoftBank deepens its role in US AI infrastructure.
The group and American Electric Power announced a public-private partnership in March to develop a 10-gigawatt AI data center project at the Portsmouth site in Pike County, Ohio, supported by 9.2 gigawatts of new natural gas generation from SB Energy, a SoftBank company.
The US Energy Department said the Ohio project includes $33.3 billion in Japanese funding and forms part of the US-Japan Strategic Trade and Investment Agreement.
SoftBank is also deploying additional capital into OpenAI and other AI infrastructure assets, increasing pressure on the group to recycle holdings and raise funds for Son’s broader artificial intelligence strategy.
