SoftBank establishes SB Neo neocloud service entity to operate US AI data center and GPU rental business.

SoftBank Corp. and SoftBank Group Corp. announced on July 2, 2026 that they will establish SB Neo, Inc., a Delaware-incorporated subsidiary to operate a neocloud (rent-a-GPU) business in the United States. The venture will be 51% owned by SoftBank Corp. and 49% by SoftBank Group Corp., with plans to launch neocloud services in fiscal year 2027 (ending March 31, 2028), providing GPU compute for AI model training and inference to major US enterprises and hyperscalers. The company aims to scale capacity in phases toward a 10-gigawatt target, drawing on SoftBank Group Corp.'s broader US AI infrastructure buildout.

SoftBank Corp. has operated a beta GPU cloud service in Japan since May 2026, built on its Infrinia AI Cloud OS software stack, and will apply that operational experience to the US launch. The Infrinia platform offers Kubernetes-as-a-Service and Inference-as-a-Service capabilities alongside raw GPU rental. SoftBank Group Chairman and CEO Masayoshi Son stated, "The SoftBank Group will work together to deploy world-class AI infrastructure and drive the AI revolution." SoftBank Corp. President and CEO Junichi Miyakawa added that the company plans to proceed with gigawatt-scale AI data centers in Japan once preparations are complete.

The entry of a new large-scale neocloud provider expands the pool of GPU rental capacity available to teams that cannot or do not want to build proprietary data centers. However, the rent-a-GPU segment has grown increasingly price-competitive as more capacity comes online. Teams evaluating SB Neo should weigh API-level features and service terms alongside raw GPU pricing and availability, as differentiation narrows in a commoditizing market.