Driving the AI Revolution: SoftBank Corp. and SoftBank Group Corp. Collaborate to Provide Neocloud Services in the United States

On July 2, 2026, SoftBank Corp. (TOKYO: 9434) and its parent company SoftBank Group Corp. announced they will form a new company to operate a neocloud business in the United States. Tentatively named “SB Neo,” the new company, 51% owned by SoftBank Corp. and 49% owned by SoftBank Group Corp., will be a consolidated subsidiary of SoftBank Corp.

What is a neocloud?

A neocloud is a group of cloud platforms optimized for large-scale AI workloads. It provides high-performance GPU-centric infrastructure and AI-native services, such as model training, inference and data processing.

To provide major U.S. enterprises, including hyperscalers, with the computing resources they need for large-scale AI model training and inference, SB Neo plans to start offering neocloud services in the fiscal year ending March 31, 2028. These services will leverage the 10-gigawatt-scale energy and AI infrastructure currently being developed by SoftBank Group Corp. and its group companies.

Demand for AI computing resources in the United States is expected to increase, and to meet this growing need, SB Neo plans to expand its service capacity in phases, and to later deploy AI infrastructure on a 10-gigawatt scale.

SoftBank Corp. launched a beta version of its GPU cloud service in Japan in May 2026, and it will leverage the expertise it gained through this initiative to drive SB Neo’s business in the United States. SoftBank Group Corp. is already advancing large-scale AI infrastructure projects in the United States, and will support the neocloud business by leveraging its infrastructure, personnel and other resources.

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At the 40th Annual General Meeting of Shareholders held on June 23, SoftBank Corp. President & CEO Junichi Miyakawa noted that while neocloud is still an emerging business area, he expects global demand to rapidly rise in the years ahead. He also highlighted the neocloud business as an example of a new growth area that breaks away from a revenue structure that is dependent on Japan-based demand.