Kawasaki Heavy Industries is positioning physical AI as a growth pillar, allocating approximately ¥550 billion to growth investment over FY2027–FY2030 and advancing plans to open a Silicon Valley base and launch its latest robot products.
Kawasaki Heavy Industries is pursuing a physical AI strategy that combines artificial intelligence and robotics with its strengths in the field, and has announced plans to achieve sales of more than ¥3.3 trillion and business profit of more than ¥330 billion in FY2030. The company is moving to transform itself into an "AI robotics heavy-industry" company that strengthens its existing businesses while developing new markets.
In May 2026, the company will open the "Kawasaki Physical AI Center San Jose" in San Jose, US, and promote collaboration with NVIDIA, Microsoft and Fujitsu. It plans to invest approximately ¥7.5 billion in robots for semiconductor applications and has stated its policy of doubling production capacity by FY2029.
Development of humanoid and quadrupedal mobility platforms centered on Kaleido is under way. The company also presented plans to commercialise Home LEO, a dog-shaped social robot targeted for market launch in FY2028. Data sharing in the medical and nursing-care sectors, as well as integration with hospital transport robots, is also under consideration.
In shipbuilding, the company is promoting automation using four-legged robots, with full-scale operation targeted for FY2028. It also referred to integrating design and construction using digital twins of the worksite, as well as approximately ¥100 billion in long-term investment in the Sakaide Plant.
CORLEO is a quadrupedal mobility platform equipped with a shock-absorbing mechanism that generates electricity using a hydrogen engine. Development is proceeding with demonstration runs in 2030 and an experiential facility in 2035 in view. Market deployment, including the use of a re-riding simulator, is also under consideration.