SoftBank is not interested in renting space in someone else’s cloud. On July 2, 2026, SoftBank Corp. and SoftBank Group Corp. announced the formation of SB Neo, a new US-based entity incorporated in Delaware and built to compete in the neocloud market. The company is targeting a fiscal year 2027 launch for its specialized GPU cloud services.
What SB Neo actually does
SB Neo will operate as a purpose-built AI and energy infrastructure business, with GPU compute as the core product.
The underlying technology comes from SoftBank’s Japanese operation. Its AI Data Center GPU Cloud, which began rolling out in October 2026, runs on the Infrinia AI Cloud OS. That platform supports Kubernetes-as-a-Service and Inference-as-a-Service, and it runs on NVIDIA’s GB200 NVL72 GPU systems. The US entity, SB Neo, is expected to bring this same stack stateside, tailored for an American customer base and regulatory environment.
Why the US, and why now
