Jensen Huang Turns to Japan's Robots for Nvidia's Next Growth Engine | Observer

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. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.