Specialised AI Accelerators & Silicon · Advertiser / Brand
SB Energy
Integrated power and AI data-centre infrastructure developer and operator.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- SB Energy, Inc.
- Entity type
- COMPANY
- Founded
- 2019
- Headquarters
- United States
- Company size
- 201–500
- Market cluster / sector
- Specialised AI Accelerators & Silicon
- Market role
- Advertiser / Brand
- Official website
- sbenergy.com
What SB Energy does
SB Energy develops and constructs electricity-generation assets, retains ownership and operating responsibility for power assets, and develops and constructs large data-centre campuses. It creates value by integrating energy supply with data-centre infrastructure delivery, reducing the power-availability constraint for AI-compute tenants. Revenue derives from operating power assets and commercial infrastructure arrangements for data-centre capacity.
Category differentiation
SB Energy is not a software-only cloud provider or an electricity retailer. It is an asset-heavy developer, owner and operator of power and AI data-centre infrastructure in the United States.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
SB Energy is a United States-based SoftBank Group subsidiary that develops, constructs and operates power-generation assets and develops, constructs and plans to operate gigawatt-scale data-centre facilities. Its integrated infrastructure model combines electricity supply, site development and data-centre delivery for large AI-compute deployments. The company reported $213.5 million of revenue for the year ended 31 December 2025. Its customers are hyperscale and AI-compute operators requiring large, reliable power capacity and long-duration data-centre infrastructure. Revenue is generated from power-generation assets and infrastructure arrangements associated with data-centre capacity. The PORTS-Pike project in Ohio links SB Energy with OpenAI and NVIDIA in an 8 GW AI data-centre development.
Company news briefing
Briefing updated:
SB Energy has secured a pivotal role in large-scale AI infrastructure development, anchored by a partnership involving OpenAI, Nvidia, and the Department of Energy for the 8 GW PORTS-Pike Technology Campus project in Ohio. This initiative is supported by a $1.5 billion investment from Nvidia to secure compute capacity. However, broader market shifts—including SoftBank's substantial write-downs on over-ordered natural gas turbines—highlight a shifting landscape as data-centre power strategies increasingly balance grid integration and battery storage.
Business model & monetisation
SB Energy monetises owned and operated power-generation assets through electricity-related revenues and monetises data-centre development through large-scale infrastructure arrangements with compute tenants. Its commercial model is asset-backed rather than subscription software: it converts capital expenditure, power capacity, construction delivery and operational capability into long-duration infrastructure revenue.
- Power-generation asset revenue
- Pay-per-Use
- Data-centre development and infrastructure arrangements
- One-time Sale
- Data-centre operating capacity
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
Unlock Full Intelligence Profile for SB Energy
Get unlimited access to corporate ownership, historical M&A transactions, verified tech stack telemetry, and live market signals in the interactive Knowledge Graph.
Verified Ownership & Corporate Hierarchy
Complete corporate hierarchy traversal, shareholder cap table history, and parent holding links sourced from regulatory filings.
360° Tech Stack & Vendor Telemetry
Technical header bidding configurations, sellers.json registry nodes, CMP disclosures, and direct programmatic supply chains.
Live Market Signals & Executive Briefings
Continuous 24/7 monitoring of material M&A deals, executive shifts, product rollouts, and hiring trends across peer entities.
Competitors & alternatives
Track competitor shifts
Receive automated telemetry on strategic moves, acquisitions, and market share shifts across SB Energy's competitive landscape.
Data-centre power, cooling and lifecycle infrastructure manufacturer.
Energy-first GPU cloud and modular AI data-centre infrastructure provider.
Integrated GPU cloud, AI data centres and power infrastructure provider.
AI server and rack-scale data-centre infrastructure manufacturer.
Renewable-powered AI cloud, GPU compute and data-centre infrastructure operator.
Side-by-side comparisons
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
SoftBank's $3B Turbine Loss Caps AI Gas Ambitions
Infrastructure · Recorded impact score: 4/5
SoftBank reported a $7.1 billion quarterly loss, with over $3 billion attributed to nonrefundable deposits on natural gas turbines that it now considers largely worthless. The company had over-ordered turbines, securing more than 13 gigawatts of capacity, nearly 50% more than needed, to expedite its AI data center power projects. This bet on natural gas as a key energy source for AI has fizzled as demand forecasts have softened and alternative solutions like grid connections and battery storage become more attractive. The loss is seen as a costly price discovery for the AI power market, though it is unlikely to trigger mass cancellations of gas plants. Experts suggest data centers may increasingly rely on grid power supplemented by batteries rather than dedicated gas turbines.
- SoftBank reported a $7.1 billion quarterly loss on Tuesday, with over $3 billion related to natural gas turbine deposits.
- SoftBank's subsidiary SB Energy ordered more than 13 gigawatts of turbines, nearly 50% more than needed.
OpenAI investors approach company about new funding round
Financials · Recorded impact score: 4/5
OpenAI has postponed its IPO to at least 2027 and is raising at least $30 billion in a pre-IPO round at a $1.4 trillion valuation, according to Bloomberg. This follows a record $122 billion raise at an $852 billion valuation in March, led by SoftBank, Amazon, and Nvidia, and a $7 billion secondary sale in August. Run-rate revenue reached $40 billion in August, a 70% increase since July, driven by AI coding. The capital is needed to expand data centers, with projected cumulative negative free cash flow of $278 billion by 2030. SoftBank, the largest investor, is notably exposed, having committed up to $30 billion and issuing $11.15 billion in bonds. Competitor Anthropic is also delaying its IPO, targeting a valuation over $2 trillion, amid concerns about autonomous AI incidents. The IPO market is weakening, affecting companies like Oura and SB Energy.
- OpenAI is raising at least $30 billion at a $1.4 trillion valuation, according to Bloomberg.
- The funding is a pre-IPO bridge round, with IPO postponed to no earlier than 2027.
SB Energy files for IPO, substantially dependent on OpenAI
Infrastructure · Recorded impact score: 2/5
SB Energy, an AI power infrastructure company backed by Softbank, OpenAI, and Nvidia, has filed for an IPO with the U.S. SEC. The company plans to list on Nasdaq under ticker SBE and is seeking to raise between $5 billion and $7 billion. It has not yet generated revenue from its data center business, with none operational, and incurred net losses of approximately $3.2 billion in the first half of 2026. Nvidia has committed $105 billion in financing for an OpenAI data center in Ohio to be built by SB Energy. The filing highlights significant dependence on OpenAI as both a tenant and equity investor, along with risks including community backlash against data centers.
- SB Energy filed for an IPO with the U.S. SEC on September 1, 2026.
- SB Energy is backed by Softbank, OpenAI, and Nvidia, with Sam Altman as an early personal investor.
OpenAI Joins PORTS-Pike AI Data Center Project
Infrastructure · Recorded impact score: 4/5
OpenAI announced a massive data center project at the PORTS-Pike Technology Campus in Ohio, securing 8 GW of capacity in partnership with SB Energy, NVIDIA, and the DOE. This comes amid growing political backlash, as voters in 10 states rejected 40 of 41 data center-related ballot measures in the 2026 midterms, with only Harwood, North Dakota, voting for additional review. Democrats, who campaigned on regulating data centers, won key races, including Ohio's governorship, signaling heightened regulatory scrutiny ahead. The project will create thousands of jobs and includes community investments, but faces an uncertain political climate as concerns over AI capex and local impacts intensify.
- OpenAI secured approximately 8 GW of capacity at PORTS-Pike Technology Campus in Ohio, with construction starting this year.
- Voters in 10 states rejected 40 of 41 data center-related ballot measures in the 2026 midterms, with Harwood, North Dakota, as the only exception.
Careers & open positions
Open positions indexed from verified career portals and applicant tracking systems.
| Position | Department | Location | Posted |
|---|---|---|---|
| Senior Cost Manager, Project Controls - Data Center(Senior) | Data Center Projects | Redwood City, CA; San Diego, CA; Phoenix, AZ; Austin, TX | |
| Director, Power Innovation(Director) | Engineering & Innovation | Redwood City, CA; San Diego, CA; Denver, CO; Phoenix, AZ; Austin, TX | |
| Senior Civil Engineer(Senior) | Engineering & Innovation | Redwood City, CA; San Diego, CA; Denver, CO; Phoenix, AZ; Austin, TX | |
| Senior Manager, Data Center Permitting- Data Center Engineering(Senior) | Data Center Projects | Redwood City, CA | |
| Senior Sourcing Manager, Data Center Electrical Equipment - Data Center Supply Chain(Senior) | Data Center Projects | Redwood City, CA; San Diego, CA; Phoenix, AZ; Austin, TX |
Explore company relationships
Questions about SB Energy
What is SB Energy?
SB Energy is a SoftBank Group subsidiary that develops, constructs and operates United States power-generation and AI data-centre infrastructure.
Who uses SB Energy?
Hyperscale cloud providers, AI labs and enterprise-scale compute operators requiring large power capacity and data-centre campuses use SB Energy’s infrastructure.
How does SB Energy make money?
SB Energy earns revenue from power-generation assets and commercial data-centre infrastructure arrangements.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
4 publicly documented primary sources and citations linked across the market graph.
Continue your research on SB Energy
Open additional company details, personal Watchlists and your Strategic Intelligence Agent in Polaris7. It monitors your market daily and delivers tailored briefings with clear strategic context whenever relevant news occurs.
Daily intelligent monitoring · Verified primary sources.
Unlock full intelligence profile, ownership & live market signals