TLDRs
- SoftBank prepares SB Energy and Roze IPOs in major AI push.
- SB Energy may reach $50B valuation in upcoming listing plans.
- Roze aims to automate AI infrastructure construction using robotics systems.
- Global banks back SoftBank’s aggressive expansion into AI infrastructure markets.
According to people familiar with the matter, the Japanese conglomerate has already hired leading global investment banks to prepare potential initial public offerings, signaling one of its most aggressive capital market strategies in years.
The move comes as SoftBank founder Masayoshi Son doubles down on AI infrastructure, betting that data centers, energy systems, and robotics will form the backbone of the next technology supercycle.
SB Energy Nears Listing Push
SB Energy, a U.S.-based developer of renewable power and data center infrastructure, is reportedly being prepared for a listing that could take place as early as September. The IPO could value the company at more than $50 billion, depending on market conditions and investor appetite.
The company has positioned itself as a major player in AI infrastructure buildout, with approximately 5 gigawatts of operating and under-construction power assets. It also claims more than 20 gigawatts in its development pipeline and currently has three AI-focused data centers under construction.
SB Energy recently confirmed plans to confidentially file a draft registration statement for an IPO. The firm is also deeply involved in SoftBank’s broader AI push, including participation in the Stargate initiative, a massive $500 billion infrastructure project aimed at expanding next-generation AI computing capacity.
Global Banks Line Up Deal
Top-tier investment banks including JPMorgan, Goldman Sachs, Morgan Stanley, Citi, and Mizuho are reportedly advising on SB Energy’s public offering. Their involvement highlights the scale and strategic importance of the planned listing.
SB Energy is also closely tied to OpenAI, which has selected the company to develop and operate a 1.2-gigawatt data center site in Texas. Both OpenAI and SoftBank Group have reportedly committed $500 million each toward the Stargate initiative, reinforcing the project’s long-term capital strength.
Market observers view the IPO preparations as part of SoftBank’s broader effort to monetize its infrastructure-heavy AI assets while maintaining exposure to long-term upside in the sector.
Roze Robotics IPO Pipeline
Alongside SB Energy, SoftBank is also preparing the IPO of Roze, a planned robotics and AI infrastructure spinoff. The unit will focus on integrating robotics into data center construction and optimizing the physical buildout of AI infrastructure systems.
Roze is expected to play a key role in reducing the cost and timeline of AI data center expansion, a critical bottleneck as global demand for compute continues to rise.
Investment banks including Goldman Sachs, JPMorgan Chase, Mizuho, and Morgan Stanley are reportedly aligning on a similar IPO timeline for Roze, although no final valuation or listing date has been confirmed.
SoftBank’s AI Supercycle Bet
SoftBank’s dual IPO strategy reflects a broader transformation of its portfolio toward AI infrastructure dominance. Rather than focusing solely on software or venture capital investments, the company is increasingly anchoring its future in physical AI ecosystems, energy generation, large-scale data centers, and robotics automation.
If successful, the combined IPOs of SB Energy and Roze could unlock significant capital while reinforcing SoftBank’s position as one of the most aggressive institutional backers of the global AI buildout.
For Masayoshi Son, the strategy echoes a long-standing thesis: that the next wave of technological value creation will be driven not by apps, but by the infrastructure powering artificial intelligence itself.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
