There's a new IPO in the pipeline — and it's a big one.
SoftBank is creating a standalone AI and robotics company called **Roze AI** with plans to take it public as soon as the second half of this year.
**The target valuation: $100 billion.**
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The idea behind Roze is to use autonomous robotics to build and operate AI data centers more efficiently. Think of it as physical AI infrastructure — robots constructing the facilities that run the AI models.
SoftBank plans to bundle several existing assets under the Roze umbrella, including its energy holdings and **ABB Robotics**, the industrial robotics division it agreed to acquire last year for $5.4 billion. ABB is one of the world's leading manufacturers of robotic arms used in factories and warehouses.
Roze's asset base could be supported by roughly $20 billion in tangible holdings — $12 billion from robotics once the ABB deal closes, plus $8 billion from data center investments like Lordstown and SB Energy. That gap between $20 billion in assets and a $100 billion target valuation raises some big questions about the deal.
SoftBank is planning an analyst day at one of its Texas data center facilities in July — essentially a roadshow appetizer designed to drum up investor interest before the IPO.
The timeline for an IPO could be late 2026 or 2027. SoftBank executives have privately described the $100 billion target as ambitious. And there are real concerns about how SoftBank funds any of this — the parent company just signed a $40 billion loan, partly to back its $30 billion OpenAI investment.
Still, CEO Masayoshi Son has a long track record of making oversized bets that look reckless until they don't. His early investment in Alibaba turned $20 million into $130 billion. He was an early backer of Arm Holdings, which went public at a $60 billion valuation in 2023 and is now valued at over $200 billion.
The physical AI infrastructure play is real. Amazon, Microsoft, and Meta are collectively spending hundreds of billions to build data centers. If Roze can credibly position itself as a cost-efficient builder of that infrastructure, the demand story writes itself.
While we’re waiting for the July analyst day for more details on the financials and IPO timeline…
You’ll definitely want to check out the **Urban Gold Lab**. It’s turning electronic trash – known as “e-waste” into gold, silver and other valuable metals.
I just got back from a site visit – and meeting with the executive team. And I’m personally writing a big check into the Pre-IPO financing.
[Here’s a link to get the details.]([link removed])
Ian Wyatt
Editor, IPO Watch
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