SB Energy
SB Energy is a US-based integrated data center and power infrastructure company that develops, builds, and operates gigawatt-scale data center campuses and utility-scale power generation assets, including solar and battery storage, to support AI and advanced computing workloads. Founded in 2019, it is backed by SoftBank Group and has received investments from OpenAI and NVIDIA.www.sbenergy.com
39
MENTIONS
15
EPISODES
12
PODCASTS
Search complete. 39 mentions across 15 episodes found for "SB Energy".
Nov 6, 2026
Yann BrandtGUEST
Google bought one of the largest solar IPPs in Intersect Power.
Yann BrandtGUEST
SB Energy, which is SoftBank's solar development arm, is now going through an IPO because they also have become what's known as a powered land developer, which is also a data center developer.
Yann BrandtGUEST
There's been this coordination because solar has gotten really good at working with communities and creating positive community impact.
Yann BrandtGUEST
So this community development piece certainly is something that is working in our favor.
Rahul AcharyaHOST
But financing the trillions required for the AI build-out remains a major challenge.
Rahul AcharyaHOST
Fifth, SoftBank-backed SB Energy may delay its IPO.
Rahul AcharyaHOST
As investors become more cautious about data center valuations and leverage, AI infrastructure demand remains strong, but public markets are becoming more selective.
Rahul AcharyaHOST
And sixth, Google wants homes to help balance electricity grids.
PatriceNARRATOR
Holtec, which provides nuclear energy to the AI sector, withdrew its listing last month.
PatriceNARRATOR
SB Energy, a data center company controlled by SoftBank, one of OpenAI's biggest backers, and Agreco, a power company that works with data centers, have delayed their plans to go.
PatriceNARRATOR
AI infrastructure is a dominant theme of the IPO market this year, said Matthew Kennedy, a senior strategist at Renaissance Capital, which tracks public listings.
PatriceNARRATOR
It has also been among the hardest hit by the sell-off these past few weeks.
Sherry StewartNARRATOR
Haltech, which provides nuclear energy to the AI sector, withdrew its listing last month.
Sherry StewartNARRATOR
SB Energy, a data center company controlled by SoftBank, one of OpenAI's biggest backers, and Agreco, a power company that works with data centers, have delayed their plans to go public.
Sherry StewartNARRATOR
AI infrastructure is a dominant theme of the IPO market this year, said Matthew Kennedy, a senior strategist at Renaissance Capital, which tracks public listings.
Sherry StewartNARRATOR
It's also been among the hardest hit by the sell-off these past few weeks.
PatriceNARRATOR
Holtec, which provides nuclear energy to the AI sector, withdrew its listing last month.
PatriceNARRATOR
SB Energy, a data center company controlled by SoftBank, one of OpenAI's biggest backers, and Agreco, a power company that works with data centers, have delayed their plans to go.
PatriceNARRATOR
AI infrastructure is a dominant theme of the IPO market this year, said Matthew Kennedy, a senior strategist at Renaissance Capital, which tracks public listings.
PatriceNARRATOR
It has also been among the hardest hit by the sell-off these past few weeks.
Akash PasrichaHOST
We'll also unpack our reporting on the new fees that Salesforce customers are facing to use external AI tools on the platform.
Akash PasrichaHOST
And to close out the show, we'll have the editors cut where we will unpack our latest reporting on the SB Energy IPO.
Akash PasrichaHOST
We are going to have a great show, so let's get right on into it.
Akash PasrichaHOST
The patching efforts for the mass PHP vulnerability are still underway.
35 MINS LATER
Akash PasrichaHOST
That is Laura Bratton, author of our Applied AI newsletter here at The Information.
Akash PasrichaHOST
As the NeoCloud reckoning continues, data center developers are also taking notice.
Akash PasrichaHOST
My colleagues Phoebe Liu and Valita Power reported this week that SB Energy may wait until December to go public or even next year.
Akash PasrichaHOST
This week in the editor's cut, I want to bring on managing editor Laura Mandaro to talk about how private markets are thinking about this moment for NeoClouds.
Seema ModyCORRESPONDENT
With memory names like SK Hynix, Samsung participating in this broader sell-off, Alice's brutal first day, Scott, does follow a series of delayed AI listings.
Seema ModyCORRESPONDENT
You think about Nscale, Firmus, SB Energy, which is backed by SoftBank.
Seema ModyCORRESPONDENT
In fact, the Japanese investment firm recently raising About $11 billion in the junk bond market to cover a bridge loan.
Seema ModyCORRESPONDENT
We're told by a source that Masayoshi's son has spent time in the Middle East to raise additional capital, due in part to OpenAI's delayed IPO, in which SoftBank is an investor in.
Brian ChapmanHOST
From Nikkei Asia's Tokyo headquarters, I'm your host, Brian Chapman.
Brian ChapmanHOST
This week, I'm joined by Tsubasa Tsuruga, our Japan tech correspondent, to discuss a major foray by SoftBank into AI infrastructure through its ownership of SB Energy in the U.S. Now, welcome to the show, Tsubasa.
Tsubasa SurugaGUEST
Nice to be back.
Brian ChapmanHOST
So SoftBank is known for venture capital investments, but its founder, Masayoshi Son, has also had an interest in alternative energy for some time now, right?
Tsubasa SurugaGUEST
And he also promoted something called the Asia Super Grid, which was a very ambitious plan to connect electricity networks across the region.
Tsubasa SurugaGUEST
SoftBank later invested in major renewable energy projects in India as well.
Tsubasa SurugaGUEST
But the earlier Japanese business is actually quite different from the US-based SB Energy we're discussing today.
Tsubasa SurugaGUEST
They're different entities, although they both reflect Son's long-standing interest in energy.
Gary NolanHOST
Higher borrowing costs and rising inflation have added to the mounting question about whether the revenues of leading labs such as Anthropic and OpenAI will be sufficient to cover the costs.
Gary NolanHOST
plans by a procession of new developers and cloud providers, including SoftBank's SB Energy and NVIDIA's backed firm Firmus, to go public have been delayed or mothballed with OpenAI's decision to delay its own initial public offering, further dampening sentiment.
Gary NolanHOST
If the profit isn't there, and there's no clear path to a profit, then it's a bubble, and it's going to burst, and it's going to really, really hurt the economy.
Gary NolanHOST
Time will tell, but I think it's going to, I just, I can't pin it down.
5 more episodes mention SB Energy.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.