Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (Financial Times)
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- SoftBank will spin off a U.S. AI‑robotics firm named Roze, aiming for a $100 billion valuation and an IPO by 2026.
- Roze is slated to build large‑scale AI data centers and robotics platforms to support generative AI workloads.
- Google sent an internal memo confirming its continued partnership with the U.S. military on defense contracts, despite employee opposition.
- Google is embedding its Gemini AI model across products such as Chrome, accelerating AI functionality across its consumer ecosystem.
Why it matters: Investors in SoftBank stand to gain from a $100 billion Roze IPO by 2026, while rivals in AI infrastructure confront heightened competition; Google’s defense contracts deepen its government revenue stream but risk employee backlash.
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