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SoftBank eyes $100B US IPO for Roze AI, its robotics-led infrastructure venture: report

Softbank
Image credits: tupungato/Depositphotos

SoftBank is getting ready to launch Roze AI, a new company that will bring together robotics, data centre construction, and AI infrastructure under one publicly traded business.

According to the Wall Street Journal, some executives hope to take the company public in the second half of 2026, but the IPO could be pushed to 2027. The goal is a $100 billion valuation.

The new company is set to include SoftBank’s recent $5.4 billion purchase of ABB’s robotics division, Ampere Computing for $6.5 billion, and DigitalBridge for $3 billion. SoftBank may also add more land, energy, and infrastructure assets, but the energy unit will stay separate.

Combining AI, robotics, and data centre development into one public company is a complicated idea for investors, who already find it hard to value established AI businesses. The $100 billion target shows how many assets SoftBank might move to Roze.

Roze has not yet announced a product, shared a revenue plan, or set an IPO date. For now, the company has a $100 billion target, an analyst day in July, and Masayoshi Son’s backing. In the past, this mix has sometimes worked and sometimes hasn’t.

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