SoftBank's Roze AI Wants to Build Data Centers With Robots — and List at $100B Before Year-End

SoftBank is creating a new company called Roze AI, deploying robots to build and operate AI data centers across the United States, and Masayoshi Son wants it public at a $100 billion valuation before the end of 2026. The Financial Times reported the plans on April 29. KPMG has been hired to prepare financials. An analyst day is booked for July at a Texas data center site.

The pitch

The bottleneck in the AI infrastructure buildout is no longer chips or power — it’s construction. Tens of billions of square feet of new data center space need to go up in compressed timelines, and skilled construction labor can’t scale fast enough to meet demand. Roze’s proposition is that robots can fill the gap: automated fabrication, robotic installation of server racks and cabling, autonomous facility operations.

It’s an unproven thesis at data-center scale, but the timing is deliberate. Son pledged $100 billion in U.S. AI investment at Trump Tower in December 2025. Roze is the most tangible vehicle for that commitment so far.

What Roze bundles

The company would roll up several existing SoftBank assets: energy, land, and infrastructure holdings from across the portfolio, plus ABB Robotics, which SoftBank agreed to acquire last year. ABB is one of the world’s largest industrial robotics suppliers, with roughly 300,000 robots shipped annually and a deep base of automation software. Combining ABB’s hardware with SoftBank’s infrastructure positions in a dedicated data center construction entity is the structural logic of the deal.

The IPO math

A $100 billion valuation would make Roze one of the largest IPOs in recent history — larger than Arm’s $54 billion 2023 listing and in the same range as the largest U.S. tech offerings of the decade. Some SoftBank executives privately call the target ambitious; the FT noted that Middle East tensions and macro uncertainty could push the timeline into 2027.

That caveat matters. SoftBank has a history of setting aggressive public valuations and revising them. WeWork was the cautionary case. Arm, however, delivered — SoftBank listed it at $54B and the stock has since run considerably higher. The difference between the two is whether the underlying business generates cash. A robotics-driven data center contractor competing for hyperscaler construction contracts has a clearer revenue model than a coworking space operator.

Why watch it

If Roze succeeds, it reframes the AI infrastructure supply chain. Right now the hardware cycle is: NVIDIA ships GPUs, hyperscalers buy them, construction crews build the buildings around them. Roze would replace the last leg with robots, compressing timelines and potentially altering cost structures for data center development across the industry.

The analyst day in July will be the first real test of whether the story holds up under institutional scrutiny. Son has a track record of building markets that didn’t exist yet. He also has a track record of overreaching. Roze sits squarely at that intersection.