SoftBank weighs Roze IPO at $100 billion valuation

CNBC, citing the Financial Times, reports that SoftBank Group is planning to create and list a standalone artificial intelligence and robotics company in the United States named "Roze." The Financial Times sources say the entity would focus on building data centers and using robotics to improve the efficiency of AI infrastructure construction. The report attributes a target valuation of about $100 billion to SoftBank executives and says they are aiming to pursue a U.S. initial public offering as early as this year, while also noting the valuation and timeline could shift.

Per the Financial Times coverage reproduced by CNBC, Roze is described as combining physical robotics with data-center construction and operations to speed infrastructure deployment. Editorial analysis - technical context: Industry deployments that pair robotics with data-center construction typically aim to accelerate build schedules and reduce labor costs, but they also introduce systems-integration, safety, and maintenance complexity that require cross-disciplinary engineering and robust operational telemetry.

Industry context: A potential $100 billion spinout from a major technology investor would be one of the larger infrastructure-focused public-company debut scenarios seen in recent years. CNBC's report highlights Masayoshi Son's increased AI spending, noting "tens of billions" committed to the sector, and records investor concern about how SoftBank funds large AI bets, including its backing of OpenAI, which CNBC describes as not yet profitable. Those reporting elements place the Roze story at the intersection of capital markets, AI infrastructure investment, and robotics commercialization.

Observers will look for formal filings, an S-1 or similar registration statement, partner announcements for data-center projects, and any disclosure about the proposed business model or revenue sources. Industry stakeholders will also monitor whether the valuation target, IPO timing, or planned scope of robotics and data-center assets changes as reporting and regulatory processes proceed.

All factual claims above about the spinout, valuation target, timeline, and reported rationale are drawn from CNBC's April 30, 2026 article, which attributes the details to the Financial Times and anonymous sources quoted therein.