SoftBank is reportedly planning to list its AI robotics and data center company Roze in the US, targeting a valuation of $100 billion.

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According to an exclusive report by the Financial Times, SoftBank plans to establish a new AI robotics and data center company in the U.S. named Roze, with an IPO targeted as early as 2026 and a valuation goal of $100 billion. (Previous coverage: SoftBank pledges OpenAI shares for a $10 billion loan, Masayoshi Son leverages up on AI bets) (Background: Largest single funding round in history: OpenAI completes $122 billion fundraising, valuation exceeds $852 billion) A few years ago, AI-related assets accounted for only 18% of SoftBank's net asset value; today, that figure has exceeded 60%. And Masayoshi Son shows no signs of slowing down; what he wants now is an AI chip that can be sold to the public. The Financial Times reported today (30th) that SoftBank is planning to spin off and establish a brand-new independent company in the U.S. called Roze, with business covering AI robotics and data center infrastructure, aiming to complete an IPO as early as 2026, using $100 billion as a valuation anchor. The report points out that Roze is a spin-off plan led by Masayoshi Son, aimed at allowing SoftBank to concretely "cash out" its massive investments in the AI field through an IPO. The prototype of Roze can be seen from SoftBank's recent M&A trajectory: in early 2026, SoftBank acquired private equity firm DigitalBridge for $3 billion, whose portfolio includes digital infrastructure assets such as AtlasEdge, DataBank, Switch, and Vantage Data Centers; previously, SoftBank bought U.S. chip designer Ampere Computing for $6.5 billion and announced the acquisition of ABB's robotics division for $5.4 billion. These assets, when pieced together, form the underlying landscape of Roze. It is worth noting that SoftBank currently holds nearly 90% of Arm Holdings. Based on the experience of the Arm IPO, SoftBank is accustomed to retaining absolute control after listing. Sources indicate that details regarding the relevant shares are still under negotiation. What does a $100 billion valuation target mean? For reference: Arm currently has a market capitalization of approximately $140 billion and is one of the world's most important chip architecture licensors. For Roze to reach this figure, it must convince the market before listing that an AI infrastructure company that has not yet operated independently is worth this price. SoftBank's cumulative investment in OpenAI has exceeded $41 billion. In this latest round, SoftBank added another $30 billion on top of the more than $30 billion already invested. To support the latest round of OpenAI investment, SoftBank signed a $40 billion loan agreement last month, the largest single loan in SoftBank's history and denominated entirely in USD. BlockTempo previously reported that SoftBank also used OpenAI shares as collateral to obtain a $10 billion margin loan. SoftBank has pushed its AI holdings from 18% to over 60% within three years, and what supports this expansion is continuous external financing. If the Roze IPO is successful, it can recover cash on one hand and provide ammunition for Masayoshi Son's next round of bets on the other. However, although the pace led by Masayoshi Son is not slow, the FT, citing people familiar with the matter, pointed out that there are not no concerns within SoftBank regarding Roze's valuation target and IPO timeline. Some believe that the uncertainty brought about by geopolitical conflicts in the Middle East may put pressure on the timing of the listing. A larger structural problem comes from the market side. Masayoshi Son's data center expansion plan is facing growing concerns from global investors about whether "data center construction is overheating." The global data center construction boom led by tech giants such as Meta and Amazon is unprecedented in scale, but whether the growth rate of actual demand can keep up with supply remains inconclusive. Another hidden thread is Switch. Bloomberg previously reported that SoftBank had entered into negotiations for a deal worth approximately $50 billion to acquire data center operator Switch, but this deal was terminated earlier this year. This means that Roze's asset portfolio still has gaps, and whether the $100 billion valuation has enough backing is the most direct question from the outside world. 📍Related Reports📍 Masayoshi Son's logic has never changed: bet heavily when others are still doubting, and complete the layout before the market believes. Whether Roze is the next trump card depends on whether he can turn the book figures into a real IPO valuation before market sentiment shifts.

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