SoftBank (SFTBY) is setting up a new U.S. company called SB Neo to offer AI compute services as demand for training and inference capacity keeps rising.
SB Neo will be established this month, with SoftBank Corp. owning 51% and SoftBank Group holding 49%. The company plans to launch neocloud services in fiscal 2027, targeting major U.S. enterprises and hyperscalers that need large-scale AI computing resources.
SoftBank said SB Neo will use the group's 10-GW-scale energy and AI infrastructure currently under development. Capacity will be expanded in phases, with plans to eventually deploy AI infrastructure at 10-GW scale.
The move builds on SoftBank Corp.'s GPU cloud beta service in Japan, powered by its Infrinia AI Cloud OS, which launched in May. SoftBank also plans gigawatt-scale AI data centers in Japan.