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AI & Enterprise

Why Jensen Huang went to Japan as ultra-large alliance to reshape AI leadership begins

Nvidia has forged a cooperation framework in Japan spanning national AI infrastructure, robotics and automobiles, linking the government and key manufacturers. CEO Jensen Huang visited Tokyo to confirm multiple projects connected to Japan’s physical AI strategy, including support for the state-backed AI developer Noetra. Nvidia plans to build a Vera Rubin AI Factory by 2028. Japanese firms will develop robotics based on Nvidia’s Cosmos model, while Toyota expands use of Nvidia technology across vehicles and production.

Industry

Jensen Huang says next industrial revolution is Japan; Japan\'s four robot makers pursue physical AI with Nvidia

Fujitsu will work with FANUC, Yaskawa Electric and Kawasaki Heavy Industries to build a next-generation robot control platform using Nvidia physical AI technology. The goal is a common control foundation that lets multiple robots operate and make decisions together in factories, logistics sites and healthcare settings. The companies have begun studying a joint business for social application of physical AI, using Nvidia platforms such as Cosmos, Omniverse, Isaac and Newton.

Industry

Nikkei breaks 72,000 for first time as Japan AI bet lifts semiconductor, robot stocks

Japan\'s Nikkei 225 broke above 72,000 for the first time, supported by buying in semiconductor and robot shares after the government announced a 10.5 trillion yen physical AI investment plan. The index closed up 1.55 percent at 72,353.96, its seventh straight record close. TOPIX also ended at a record. The government plans long-term investment of 370 trillion yen by 2040 and additional spending on AI infrastructure.