Imagine a construction site where workers never sleep, never tire, and never get sick. They just keep building, day and night, creating the warehouses that house artificial intelligence's most important systems.
This is the vision Masayoshi Son is presenting to Wall Street. The SoftBank founder is preparing to create a new company called Roze and list it on US public markets with a target valuation of about $100 billion. Some SoftBank executives want the listing to happen in the second half of 2026.
Roze's idea is different from most AI companies. While others want to build software, Roze wants to build the buildings using autonomous robots to assemble and run enormous data centers that train AI models.
SoftBank is combining pieces it has spent years and billions of dollars collecting. Roze will include ABB's robotics division, which SoftBank bought for $5.4 billion, plus Ampere Computing, a chip designer bought for $6.5 billion, and DigitalBridge, a digital-infrastructure company bought for $3 billion. SoftBank's existing energy, land, and infrastructure holdings will also be included.
The timing is intentional. SoftBank has committed more than $30 billion to OpenAI and is helping finance Stargate, a data-center initiative aiming for roughly $500 billion of investment. Roze is positioned to build the facilities these projects need.
However, not everyone inside SoftBank agrees with the plan. Some executives think the $100 billion valuation and 2026 timeline are too ambitious. As of late April, Roze had not announced a product, disclosed a revenue plan, or set a firm IPO date.