U.S. company NVIDIA and Fujitsu announced plans to expand their collaboration in industrial robotics and their intention to acquire ABB’s robotics business. Mujin’s intention to go public and the government’s reported policy of targeting a market worth approximately ¥20 trillion by 2040 have also drawn increased attention to physical AI-related stocks.
“Physical AI” combines robotics and AI and is attracting the interest of market participants as a field that promotes automated operations in the physical world. This article compiles a list of top picks and laggards, along with current trends among related stocks.
On 3 October, U.S. company NVIDIA and Fujitsu announced plans to expand their collaboration. Yaskawa Electric, a global leader in industrial robots, is also expected to participate, reportedly with the aim of accelerating real-world implementation. On 8 October, SoftBank Group indicated its intention to acquire ABB’s robotics business.
In Japan, “physical AI” is positioned as a national policy theme, and the government is reportedly targeting a market worth approximately ¥20 trillion by 2040. In related startup developments, Mujin announced its intention to pursue an IPO within the next few years.
The stocks listed as top picks and laggards include SoftBank Group, Hitachi, Fujitsu, Yaskawa Electric, FANUC and Mitsubishi Electric. Progress in collaboration and business development in the physical AI field is attracting attention for each company.