SoftBank targets mega IPO for it's new AI and robotics spinout, Roze

SoftBank Group is preparing to launch a standalone AI and robotics powerhouse called Roze, aiming for a massive $100 billion valuation on a U.S. stock exchange. The move, spearheaded by founder Masayoshi Son, represents a pivot from software-focused venture capital toward the "hard assets" required to sustain the artificial intelligence boom: land, power, and automated construction.

The news, first reported by the Financial Times on April 30, 2026, has sent ripples through the industry as SoftBank attempts to monetize its portfolio to fund a staggering $122 billion in ongoing AI spending commitments.

The vision: Robots building the AI future

The core mission of Roze is to address the "labor wall" currently stalling the global buildout of AI infrastructure. With the U.S. facing a shortage of over 400,000 skilled construction workers, Roze plans to deploy autonomous robots to accelerate the development of hyperscale data centers.

By integrating the hardware expertise of ABB’s robotics division (acquired by SoftBank for $5.4 billion last year) with advanced AI telemetry, SoftBank aims to reduce construction timelines and costs that have plagued recent massive projects.

What’s in the box?

The $100 billion spinout is expected to be a "roll-up" of several high-value SoftBank holdings and strategic assets:

• ABB Robotics: The foundational industrial automation arm

• Ampere Computing: SoftBank’s $6.5 billion stake in the cloud-native chipmaker

• DigitalBridge Assets: A $3 billion portfolio of digital infrastructure

• Physical Infrastructure: Significant land holdings and energy assets, including a massive project in Ohio powered by a $33 billion gas plant.

A "total offense" strategy

The Roze IPO is a critical pillar of Masayoshi Son’s "Project Izanagi," his ambitious plan to build a vertically integrated AI champion. Following a return to profitability in early 2026, driven by a $4.2 billion gain from a massive $30 billion follow-on investment in OpenAI, Son has moved SoftBank into "total offense mode."

However, the $100 billion target is described as "ambitious" by some internal executives. The valuation would make Roze one of the largest infrastructure-focused debuts in history, entering a crowded market that may soon include IPOs from SpaceX, Anthropic, and OpenAI.

Investor roadmap

To drum up institutional interest, SoftBank is planning an "Analyst Day" in July 2026 at one of its data center facilities in Texas. This event will serve as a live demonstration of Roze’s robotic construction capabilities. If successful, the IPO could provide the liquidity SoftBank needs to maintain its aggressive spending trajectory. As one analyst noted, "Son is no longer just betting on the companies making the AI; he's betting on the machines that build the houses where that AI lives."