Japan just bet $6B on physical AI — and Nvidia is winning the brain race
jensen huang secured a $6.2b 'ai factory' and robotics deals with toyota, fanuc, and sony to build japan's sovereign physical ai infrastructure.
nvidia ceo jensen huang secured a commitment from japan to build a 1 trillion yen ($6.2b) sovereign ai factory named 'vera rubin', featuring 27,500 rubin gpus and 13,750 cpus, to develop domestic foundation models for robotics and manufacturing. japanese giants including toyota, fanuc, and sony adopted nvidia's cosmos and thor platforms to advance physical ai, aiming to deploy 10 million ai-equipped robots across 18 sectors by 2040. this move shifts ai focus from digital chatbots to industrial control, signaling that the next phase of ai adoption will be defined by autonomous hardware rather than just software applications.