SoftBank Plans U.S. Listing for AI and Robotics Company Roze at Up to $100 Billion

SoftBank is reportedly planning to list a new AI and robotics company called Roze in the United States, with a potential valuation of up to $100 billion, according to reports from May 2026.

Roze will focus on physical infrastructure and industrial automation, areas where AI is moving beyond software and into machines that operate in the real world. The company is expected to work on robotics systems for warehouses, factories, and other industrial settings.

The planned listing reflects growing investor appetite for companies that combine AI with physical systems. Amazon has already deployed more than one million robots in its warehouses, coordinated by an AI system called DeepFleet. BMW is using self-driving robots in its factories.

SoftBank has been a major investor in AI and technology companies through its Vision Fund. The group has backed companies including Arm Holdings, which went public in 2023, and has been building out its AI portfolio.

The AI infrastructure market is attracting massive capital. KKR launched a $10 billion AI infrastructure company in May 2026. Fleet Data Centers secured $4.6 billion for a large-scale AI facility in Nevada. Nvidia is expanding its U.S. footprint with a new supercomputing presence in Irving, Texas.

Gartner predicts that 40 percent of agentic AI projects could fail by 2027 if organizations automate broken processes instead of redesigning their operations. Analysts say the companies that succeed will be those that focus on specific, well-defined problems rather than broad AI deployments.