SoftBank Unveils Roze: The $100B AI and Robotics IPO Set for 2026
SoftBank is launching Roze, a new AI and robotics company backed by its $5.4 billion acquisition of ABB’s robotics division. With plans for a $100 billion IPO in the U.S., Roze aims to lead the next era of Physical AI.
SoftBank Unveils Roze: The $100B AI and Robotics IPO Set for 2026
summarize3-Point Summary
- 1SoftBank is launching Roze, a new AI and robotics company backed by its $5.4 billion acquisition of ABB’s robotics division. With plans for a $100 billion IPO in the U.S., Roze aims to lead the next era of Physical AI.
- 2The venture consolidates SoftBank’s strategic investments in Physical AI, anchored by its acquisition of ABB’s robotics division — a $5.4 billion deal confirmed by Financial Times, Manager Magazin, and Finanznachrichten.
- 3The Role of Physical AI in Roze’s Strategy Roze is built around Physical AI — where artificial intelligence directly controls and interacts with the physical world.
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SoftBank Unveils Roze: The $100B AI and Robotics IPO Set for 2026
SoftBank is launching Roze, a standalone AI and robotics company targeting a landmark $100 billion IPO in 2026. The venture consolidates SoftBank’s strategic investments in Physical AI, anchored by its acquisition of ABB’s robotics division — a $5.4 billion deal confirmed by Financial Times, Manager Magazin, and Finanznachrichten.
The Role of Physical AI in Roze’s Strategy
Roze is built around Physical AI — where artificial intelligence directly controls and interacts with the physical world. Unlike cloud-based AI firms, Roze integrates machine learning into tangible robotic systems with real-time environmental reasoning, adaptive motion control, and advanced vision systems.
How the ABB Acquisition Powers Roze
SoftBank’s acquisition of ABB’s robotics division provides Roze with:
- Proprietary AI-powered automation software platforms
- Over 500,000 deployed robotic units worldwide
- Industrial-grade hardware and factory automation systems
- A global support and service infrastructure
This acquisition transforms Roze from concept to scale-ready enterprise overnight.
Timeline to the $100B IPO in 2026
Regulatory filings for Roze’s IPO are expected by late 2026, with a public listing targeted for early 2027. The $100 billion valuation aligns Roze with tech giants like Arm Holdings, whose IPO SoftBank successfully led in 2023.
Leadership, Location, and Global Market Potential
Roze will be headquartered in Silicon Valley, drawing talent from Stanford, MIT, and ETH Zurich. Leadership will include veterans from ABB Robotics and SoftBank’s Vision Fund. With global robotics demand surging — especially in labor-constrained economies like the U.S. and EU — Roze aims to capture a major share of the projected $1.5 trillion market by 2030.
Why Spin Off Roze? Unlocking Hardware-AI Value
By separating Roze from its broader portfolio, SoftBank targets specialized investors who value hardware-integrated AI — a segment historically undervalued by software-focused VCs. This spin-off unlocks capital, accelerates innovation, and positions Roze as the first pure-play Physical AI public company.
As the world watches, Roze isn’t just another startup — it’s the culmination of SoftBank’s decade-long bet on the future of robotics. With Physical AI at its core and a $100 billion IPO on the horizon, Roze is poised to redefine automation across manufacturing, logistics, and service industries in 2026 and beyond.
