SoftBank is entering the US neocloud arena with its own infrastructure. On July 2, 2026, SoftBank Corp. and SoftBank Group Corp. announced the formation of SB Neo, a Delaware-incorporated entity targeting a fiscal year 2027 launch.
SB Neo is a purpose-built AI and energy infrastructure business centered on GPU compute. The technology stack, powered by NVIDIA’s GB200 NVL72 systems, is derived from SoftBank’s Infrinia AI Cloud OS, which supports Kubernetes-as-a-Service and Inference-as-a-Service.
The move addresses a market that generated over $25 billion in 2025, with revenues rising more than 200% year-over-year late in that period. Projections estimate the sector will approach $400 billion by 2031.
A core strategic driver is data sovereignty. A US-incorporated entity running AI infrastructure domestically allows SoftBank to keep sensitive workloads within national borders for enterprise and government clients. This launch also aligns with the planned US IPO of SB Energy Corp., which focuses on AI data center power projects, creating an integrated stack of power, hardware, and cloud services.