Japan's government will buy 27,500 of Nvidia's next-generation Rubin chips to build a sovereign AI ecosystem focused on robotics. The chips will power a computing hub launching in 2028. Nvidia is also forming a coalition with Japanese industrial giants like Fujitsu and Hitachi and has unveiled a new "world model" AI, Cosmos 3 Edge, to help systems navigate physical environments.
Cosmos 3 Edge model launch
- ▪The Cosmos 3 Edge model helps systems perceive and navigate physical environments in real time
- ▪Nvidia unveiled Cosmos 3 Edge, a new "world model" AI designed for robots and vision AI agents
- ▪The launch of Cosmos 3 Edge follows the release of the Cosmos 3 model in May
Japan physical AI coalition
- ▪Nvidia is forming a coalition in Japan which industrial giants Fujitsu, Hitachi, and Kawasaki Heavy Industries intend to join
- ▪The Nvidia chips will power a computing hub in Japan that is scheduled to launch in 2028
- ▪Japan's government plans to buy 27,500 of Nvidia's next-generation Rubin chips to build a national AI ecosystem
- ▪The purchased Nvidia chips will be used to create a homegrown foundational AI model for robots
Japan AI market growth
- ▪Japan's AI market is expected to reach a value of $27.9 billion by 2029, according to the International Trade Administration
- ▪Microsoft previously invested $10 billion in Japan to develop the country's AI infrastructure and cybersecurity
Drug discovery partnerships
- ▪The Tokyo-1 AI drug discovery consortium, operated by Mitsui subsidiary Xeureka, is expanding and uses the Nvidia BioNeMo Agent Toolkit
- ▪Japanese pharmaceutical firms Astellas Pharma Inc, Daiichi Sankyo, and Ono Pharmaceutical are using Nvidia's specialized biology toolkit
- ▪Nvidia is expanding into Japan's healthcare and biotechnology sectors with new drug discovery and medical robotics initiatives
Industrial automation expansion
- ▪Nvidia is partnering with Kawasaki Heavy Industries to make inroads into industrial automation in Japan
- ▪Nvidia CEO Jensen Huang stated Japan has an opportunity to reinvent its manufacturing for the age of intelligent industries
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