What to watch for after Jensen Huang’s Japan visit
Nvidia left Tokyo with Japan’s AI industrial plan tied tightly to its chips.
Huang’s visit centered on Noetra, a sovereign “physical AI” effort backed by roughly 44 Japanese firms and up to ¥1 trillion in government funding. The planned Vera Rubin AI factory is expected in 2028, using Nvidia CPUs and GPUs to train models for robots, vehicles, and factory floors. Major robotics and manufacturing names, including Fanuc, Yaskawa, Kawasaki Heavy, Toyota, Sony, NEC, and SoftBank, are lining up around Nvidia’s Cosmos and Drive platforms. Japan wants more control over its AI stack, but the story’s central tension is that the compute still comes from Nvidia. TechCrunch AI's note
Huang’s visit centered on Noetra, a sovereign “physical AI” effort backed by roughly 44 Japanese firms and up to ¥1 trillion in government funding. The planned Vera Rubin AI factory is expected in 2028, using Nvidia CPUs and GPUs to train models for robots, vehicles, and factory floors. Major robotics and manufacturing names, including Fanuc, Yaskawa, Kawasaki Heavy, Toyota, Sony, NEC, and SoftBank, are lining up around Nvidia’s Cosmos and Drive platforms. Japan wants more control over its AI stack, but the story’s central tension is that the compute still comes from Nvidia. TechCrunch AI's note
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