Worth reading
58In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
60
兆円（2040年の多用途ロボット世界市場見込み）Wording
Conditional
How definitive the wording is.Announced details
フィジカル AI 開発支援プログラム by AWS ジャパンロボット基盤モデルVision-Language-Action（VLA）モデルAmazon SageMaker
Applicable field (uses covered by this announcement)
ManufacturingLogistics産業現場の自動化
Relationship between the counterparty and the company
Japan Data Science Consortium Co.Ltd.4418
Relationship with the Company
JDSCがAWSジャパンの開発支援プログラムに採択され、AWSのクラウドインフラおよびAI/ML技術基盤を活用する関係。資本・人的関係はNot disclosed。
CounterpartyAmazon Web Services Japan G.K.
AWSの日本法人。本文では、フィジカル AI 開発支援プログラムを提供する会社として記載されている。その他の所在地・代表者・資本金・設立年などはNot disclosed。
In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.
Source (materials cited by the company)
McKinsey & Company, “Will embodied AI create robotic coworkers?”, June 30, 2025
| Item | Details |
|---|---|
| Names of Products / Services Covered | フィジカル AI 開発支援プログラム by AWS ジャパン, ロボット基盤モデル, Vision-Language-Action（VLA）モデル, Amazon SageMaker |
| Counterparty | Amazon Web Services Japan G.K. |
| Counterparty overview | AWSの日本法人。本文では、フィジカル AI 開発支援プログラムを提供する会社として記載されている。その他の所在地・代表者・資本金・設立年などはNot disclosed。 |
| Relationship with the Company | JDSCがAWSジャパンの開発支援プログラムに採択され、AWSのクラウドインフラおよびAI/ML技術基盤を活用する関係。資本・人的関係はNot disclosed。 |
| Applicable area | Manufacturing, Logistics, 産業現場の自動化 |
| Source | McKinsey & Company, “Will embodied AI create robotic coworkers?”, June 30, 2025 |
Items this document does not state (12)
Contract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative EffectsUsage historyImpact on Business Performance
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.VLA技術を産業環境に適用するための開発体制と実装知見が評価されたものと、会社は説明している。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.