NVIDIA founder and CEO Jensen Huang visited Japan and, after expressing his view that the country has made a comeback, announced a multi-billion-dollar initiative to build AI infrastructure in partnership with Japanese companies including Fujitsu.
NVIDIA CEO Jensen Huang said “Japan is back” in Tokyo on 16 July, indicating that Japan is now at an attractive point for investment against the backdrop of trends in the Japanese stock market and improved performance by the company’s partners. Huang also announced partnerships with Fujitsu and 3 Japanese robotics companies, unveiling a multi-billion-dollar initiative to build AI infrastructure in Japan. He described it as the beginning of Japan AI.
Huang explained the current state of AI investment and presented a vision of the future in which AI is elevated into “infrastructure.” He said that in a world where factory robots and AI systems within companies work together, AI itself will become the biggest user of AI, and demand will expand without depending on the number of people. Looking ahead over roughly the next 10 years, he indicated that infrastructure and energy development will be key.
Following the announcements made during his visit to Japan, Huang discussed expectations for Japanese companies, while describing the timing of the peak in AI demand and the extent of future growth as “still in the early stages” and suggesting that the next cycle could continue to develop.