Huang's Japan trip highlights AI era
The visit by Jensen Huang, CEO of NVIDIA, to Japan in July 2026 marked a pivotal turning point in the company's strategy to expand its influence in the realm of physical artificial intelligence. During the trip, NVIDIA signed agreements with major Japanese corporations to build an independent national AI ecosystem based on projects like the Vera Rubin AI Factory, with investments totaling up to $6.2 billion, which is set to be operational by early 2028. Japan aims to develop advanced AI models focused on robotics, vehicles, and production lines, leveraging NVIDIA's technology despite its efforts to achieve technological independence from America and China. The plans include Japan reaching more than 30% of the global AI robot market by 2040, with a market value estimated at 20 trillion yen (approximately $133 billion). The strategy emphasizes strengthening intelligent manufacturing and robotics capabilities, with Japan seeking to boost its competitiveness in physical artificial intelligence, even though it currently relies on American NVIDIA chips.
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