Nvidia-related stocks are surging as the physical AI market expands. Stock activity has intensified following announcements of stronger partnerships with Japanese companies and a new organizational structure.
Amid efforts to strengthen cooperation across the semiconductor supply chain, Nvidia has indicated plans to expand collaboration with Japanese companies. Hitachi, Toyota and other companies announced specific partnerships in conjunction with CEO Huang's visit to Japan.
A series of initiatives linked to the development of domestic AI foundation models is also under way, advancing the creation of frameworks to promote the deployment of physical AI across society.
Plans have been announced to launch a national-scale AI factory in partnership with Japanese companies through the establishment of the new company ノエトラ. Discussions are also under way on collaboration with Fujitsu, FANUC, Yaskawa Electric and Kawasaki Heavy Industries. Japan's expansion of the Cosmos Coalition, which aims to develop the next generation of world models, is also gaining momentum, drawing attention to new entrants such as TIER IV.
Minister of Economy, Trade and Industry Akazawa (赤沢) issued remarks expressing a positive assessment of CEO Huang's comments, although some industry participants have questioned the potential spillover effects. Sega Sammy Holdings emphasized its long-term relationship with Nvidia and positioned itself as a beneficiary of the company's support. YE Digital announced collaboration with Nvidia and is expected to advance warehouse automation and logistics enhancement. Companies including GDEP Advance, ABEJA, Silicon Studio and Macnica Holdings have also announced stronger partnerships and business expansion, heightening market interest in the physical AI sector.