SoftBank is reportedly forming an AI and robotics company called Roze in the United States, with a focus on data centers and a potential valuation near $100 billion as early as 2026, and a plan to list Roze publicly.

Some SoftBank insiders are skeptical about the valuation and IPO timing, signaling internal caution about the project’s feasibility.

Roze would use autonomous robots to assist in constructing server facilities, aiming to boost building efficiency.

The expansion push is increasing the group’s leverage, including another $30 billion planned for OpenAI investments in addition to prior commitments.

Geopolitical tensions, including Middle East conflicts, are noted as factors that could influence Roze’s valuation or launch timing.

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The initiative was first reported by the Financial Times and echoed by a crypto-focused X account, highlighting SoftBank’s strategy of funding transformative technologies.

The listing is expected to occur within the year, with Masayoshi Son identified as the driving force behind Roze and SoftBank’s AI offensive.

To raise liquidity for tech bets, SoftBank has weighed selling part of its Intel stake after last year’s Nvidia sale, while expanding data-center ties through DigitalBridge and Stargate with OpenAI and Oracle.

An investor-focused Texas event slated for July 2026 aims to build momentum and attract institutional investors ahead of any public offering.

SoftBank leaders pursue Roze as part of Masayoshi Son’s broader AI push, including commitments to OpenAI, and a broader effort to manage AI-related assets and risks.

Risks include the scale and coordination required, rapid tech changes, and regulatory considerations around data privacy and AI ethics.