Jensen Huang · South Korea · Nvidia · Taiwan · Japan · SoftBank · TechCrunch AI
What to watch for after Jensen Huang’s Japan visit
Compiled by KHAO Editorial — aggregated from 1 source + 3 references discovered via search. See llms.txt for citation guidance.
◎ Multiple-sources
Nvidia’s chief Jensen Huang spent two days, July 15 and 16, in Tokyo, courting Japan’s industrial and chip-supply elite, weeks after a keynote in Taiwan, and months after a visit to South Korea.
Key facts
- Japan’s AI Robotics Strategy, released in March, aims to capture more than 30% of the global AI robotics market by 2040, a market Tokyo values at roughly ¥20 trillion, or about $133 billion
- The Takaichi administration has made AI and semiconductors the centerpiece of a growth plan chasing ¥370 trillion ($2.3 trillion ) in public and private investment by 2040
- The U.S chip giant is building “a Vera Rubin AI factory”, a massive data center packed with its next-generation chips, expected to launch in 2028, with 13,750 Vera CPUs and 27,500 Rubin GPUs
- Tokyo is committing up to 1 trillion yen ($6.2 billion) over five years, a bet on homegrown “physical AI”, foundation models built to run machines
Summary
AI’s next chapter, Huang said, belongs to factory floors, robots, and machines, and he wants Japan to build it. Thirty years ago, a $5 million Sega investment helped keep a near-bankrupt Nvidia afloat; today, Nvidia and Japan’s industrial giants need each other again, this time to build the physical-AI era, starting with these three projects:. Noetra, Japan’s sovereign-AI play. Tokyo is committing up to 1 trillion yen ($6.2 billion) over five years, a bet on homegrown “physical AI”, foundation models built to run machines. The U.S chip giant is building “a Vera Rubin AI factory”, a massive data center packed with its next-generation chips, expected to launch in 2028, with 13,750 Vera CPUs and 27,500 Rubin GPUs, delivering 140 megawatts.