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The Japan Times
SoftBank plans to rent AI compute in U.S. at 10-gigawatt scale
SoftBank Group is set to enter the U.S. market by renting AI computing resources, leveraging its pipeline of data centers. The new venture, SB Neo, aims to provide AI chips and cloud services, targeting big corporations including hyperscalers. The company plans to scale its resources up to a significant 10-gigawatt capacity by 2030, offering essential support for large-scale AI model training.
MonitorConfidence: HighMid term horizon
Published 3 Jul 2026, 03:45 UTC1 min read
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Summary
TL;DR
- SoftBank will rent AI computing power starting next fiscal year.
- The new venture is named SB Neo.
- SB Neo will provide AI chips and cloud services.
- Targeting large enterprises, including hyperscalers.
- Plans to achieve 10-gigawatt capacity by around 2030.
Interesting facts
- SoftBank's move intensifies competition in the AI cloud service market.
- The focus on a 10-gigawatt scale indicates significant investment in infrastructure.
What changed
SoftBank is launching a new service aimed at renting out AI computing resources in the U.S.