SE

SB Energy

Organization

Heard in 3 episodes across 3 shows since Aug 2026

SB Energy is a U.S.-based energy infrastructure company founded in 2019 and backed by SoftBank Group. It develops, owns, and operates large-scale energy infrastructure, with a focus on making power more reliable, cost-effective, and accessible, including infrastructure supporting artificial intelligence and data centers.

Episodes

3
across 3 shows

First heard

Aug 2026

Expert statements

2
1 positive · 1 negative

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20261
Sep 20261
Oct 20261

What experts have said about SB Energy

2 statements · 1 positive · 1 negative

  1. Ed ElsonNegativeSep 24, 2026· Prof G Markets

    SB Energy currently operates no data centers

    “this company is BS. Despite calling themselves a data center company, they currently have zero data centers in operation.”

    Listen at 31:28

    Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
  2. Ryan VeselicaPositiveSep 1, 2026· Bloomberg Tech

    SB Energy is targeting booming AI infrastructure demand with a $430 billion backlog.

    “the company is looking to capitalize on booming demand for AI infrastructure with a data center business backlog of $430 billion”

    Listen at 46:46

    Open the episode · Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
Filter the statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

3 episodes featuring SB Energy, newest first