SoftBank SB Neo Plans US AI Cloud On 10GW Pipeline
SoftBank Corp. and SoftBank Group are creating SB Neo to sell AI cloud services to US enterprises and hyperscalers. The venture is 51 percent owned by SoftBank Corp. SB Neo customers, financing terms or a first launch date for the US service remain outside the public record.
SB Neo Gets A 51 Percent SoftBank Corp. Owner
SoftBank Corp. and SoftBank Group are setting up SB Neo as a US neocloud business built around AI cloud services for enterprises and hyperscalers.
SoftBank said it will own 51 percent of SB Neo, while SoftBank Group said it will own 49 percent.
The companies said SB Neo will use SoftBank Group's 10GW energy and AI infrastructure pipeline, which is under development and expected to run to March 2028.
Capacity is due to be deployed in phases before the venture covers the full 10GW.
The US Cloud Plan Depends On Power And AI Infrastructure
The planned business puts SoftBank's US cloud expansion behind a power and AI infrastructure programme rather than a software-only enterprise AI launch.
SoftBank Corp. president and CEO Junichi Miyakawa said demand for AI data centres in the United States and SoftBank Group's progress toward securing 10 gigawatts of power were the reasons for partnering on the US neocloud business.
He also said SoftBank plans to proceed with gigawatt-scale AI data centres in Japan when preparations are in place.
The company already runs a beta GPU cloud service in Japan powered by Infrinia AI Cloud OS.
The service offers Kubernetes-as-a-Service and Inference-as-a-Service from hardware including Nvidia GB200 NVL72 systems.
SoftBank subsidiary SB Energy said it is developing a 10GW data-centre campus on US Department of Energy land at the Portsmouth Site in Pike County, Ohio.
SB Energy said the first 800MW phase is expected to start operations in 2028.
SoftBank said it is also developing OpenAI's 1.2GW data centre in Milam County, Texas.
Japanese GPU Cloud Gives SB Neo Its Operating Model
The Japanese beta service gives SB Neo a visible operating model before the US launch.
SoftBank has described Infrinia AI Cloud OS as software for AI data centres, not only a hosted model interface.
SB Neo enterprise customers, hyperscaler customers, financing terms, power-supply contracts, contracted capacity volumes or a first commercial launch date for the US neocloud service remain outside the public record.
