Updated
Updated · Reuters · May 26
SoftBank Readies 2 US IPOs for SB Energy and Roze as AI Infrastructure Demand Broadens
Updated
Updated · Reuters · May 26

SoftBank Readies 2 US IPOs for SB Energy and Roze as AI Infrastructure Demand Broadens

7 articles · Updated · Reuters · May 26
  • SoftBank has hired Wall Street banks for U.S. listings of SB Energy and robotics spinoff Roze, with both IPOs targeted as early as September, according to sources.
  • SB Energy could seek a valuation above $50 billion, while Roze is being positioned around autonomous robotics for data-center construction as Masayoshi Son expands SoftBank’s AI infrastructure push.
  • SB Energy is already tied to the $500 billion Stargate initiative and was chosen to build a 1.2-gigawatt Texas data-center campus for OpenAI, backed by a joint $1 billion commitment from OpenAI and SoftBank.
  • The twin offerings underscore how investor enthusiasm for AI is spreading beyond chips and software to power, energy and construction tools needed to build next-generation computing capacity.
With AI's energy demand set to soar, are SoftBank's multi-billion dollar IPOs a wise investment or a high-risk environmental gamble?
Will autonomous robots build AI's future before power grid failures and labor shortages halt the industry's explosive growth?

SoftBank’s High-Stakes 2026 Dual IPOs: SB Energy and Roze Target $150B+ Valuation to Dominate AI Infrastructure

Overview

SoftBank is making a bold move in June 2026 by planning dual U.S. IPOs for SB Energy and Roze, aiming to lead the global AI infrastructure buildout. Driven by Masayoshi Son’s vision to control the foundational physical layer of AI, this strategy responds to the surging demand for AI computing power. SB Energy is focused on powering large-scale data centers and has formed a key partnership with OpenAI, while Roze targets automating data center construction. These IPOs come as a wave of mega AI-related listings is expected, positioning SoftBank at the center of the next phase of AI growth.

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