SoftBank Targets $100B IPO for Robotics-Built Data Center Company

Quick Facts

• SoftBank’s Roze AI targets $100 billion valuation for late 2026 IPO
• Robotics technology promises to cut 100MW data center construction from 24 months to 9 months
• Venture builds on SoftBank’s $500 billion Stargate commitment with OpenAI and Oracle

SoftBank is preparing a new robotics company called Roze AI for what could become one of the largest infrastructure IPOs in history. The venture targets a $100 billion valuation and aims to go public in late 2026.

Founder Masayoshi Son is driving the effort to revolutionize data center construction through automation. The company plans to reduce construction timelines for 100-megawatt data centers from 24 months to nine months using pre-fabricated modular components and proprietary robotic builders.

“We are going to do the largest construction project in the country,” U.S. Commerce Secretary Howard Lutnick said Friday, unveiling the project alongside Son and Energy Secretary Chris Wright.

The venture emerges as hyperscalers prepare to spend nearly $700 billion on data center projects in 2026 alone. Amazon Web Services is projected to spend over $100 billion on infrastructure this year, while Meta and Google have announced similarly massive capital programs.

SoftBank’s robotic approach targets multiple efficiency gains. The automated systems would operate 24/7 in hazardous conditions and reduce Power Usage Effectiveness below 1.05. Construction robotics represents a solution to what many see as AI’s biggest potential bottleneck.

“The advancement of AI infrastructure requires not only physical components such as GPU servers and storage, but also software that integrates these resources,” said Junichi Miyakawa, SoftBank’s president and CEO.

The Roze AI venture builds on SoftBank’s broader AI infrastructure investments, including the $500 billion Stargate commitment with OpenAI and Oracle announced in January. The company is developing a 10-gigawatt campus in Piketon, Ohio, representing the largest single-site commitment in U.S. data center history.

The $100 billion valuation would place Roze among the most valuable infrastructure companies globally before constructing a single facility. However, some SoftBank executives have expressed skepticism about the ambitious timeline and valuation targets.

Construction robotics startups have struggled to scale in the past due to real-world complexity and regulatory hurdles. Data centers require extreme precision, as errors in cooling systems or power distribution can prove catastrophically expensive.

The venture represents SoftBank’s attempt to capture value from the AI infrastructure boom while separating this bet from the company’s broader balance sheet. Global data center construction spending is projected to exceed $300 billion annually by 2028.

Read more: SoftBank is creating a robotics company that builds data centers — and already eyeing a $100B IPO