What to watch for after Jensen Huang’s Japan visit
TechCrunch AI Kate Park
Nvidia CEO Jensen Huang visited Japan on July 15-16 to establish partnerships across the country's tech ecosystem, securing deals for a sovereign AI factory, robotics collaborations, and chip-supply agreements. Japan is committing up to 1 trillion yen ($6.2 billion) over five years to build Noetra, a domestically-controlled AI infrastructure including a data center with 13,750 Vera CPUs and 27,500 Rubin GPUs launching in 2028, while major manufacturers like Toyota, Fanuc, and Yaskawa pledged to adopt Nvidia's Cosmos models for factory and robotics applications. The investments position Japan to pursue 30% of the global AI robotics market by 2040 and deploy 10 million AI-equipped robots across 18 sectors by that date, reducing dependence on foreign AI infrastructure while maintaining reliance on Nvidia's hardware.
Why it matters
Jensen Huang left Tokyo with deals spanning Japan's entire tech ecosystem.