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Jensen Huang Turns to Japan's Robots for Nvidia's Next Growth Engine
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Fusion42 · 23 July 2026 · Fusion42 review
Nvidia CEO Jensen Huang pitched Japan's government and industrial giants on physical AI—robots and machines that perceive, decide and act—positioning Japan's manufacturing expertise combined with Nvidia chips as a path to capture 30% of a $133bn AI-robotics market by 2040. Nvidia is partnering with a Japanese AI consortium backed by Sony, SoftBank and Honda to build a government-backed national AI infrastructure (140MW data centre, operational by June 2028) to train physical AI models.
This Wire brief sits within Fusion42's coverage of AI Agents, Robotics and AI Infrastructure.
◆ ◆ The Wire takeaway
If you build robots or factory automation, Japan just committed $133bn to this market with Nvidia as the compute backbone—and it's starting with Japanese-language models, not English ones. Your customers in Asia now have a subsidised, domestic alternative to building on US infrastructure; you either move upstream into Japan's consortium or downstream into solving problems the national stack won't.
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1 source · 23 Jul 2026
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