Japanese IT giant at the center of Horizon redress and AI infrastructure debates
Nvidia has deepened its push in Japan, signing deals with leading manufacturers to build a homegrown “physical AI” stack for factories, robots and vehicles. Tokyo will invest up to 1 trillion yen over five years as it coordinates with firms like Fanuc, Sony and Hitachi to create domestically developed AI for industry, with Nvidia supplying hardware and model support. Projects range from edge-running Cosmos 3 Edge to lab collaborations and drug-discovery initiatives.
Nvidia has enlisted six Wall Street firms to finance a $500 billion buildout of AI infrastructure, treating compute as a new asset class. The plan centers on financing data centers and GPU clusters for customers unable to pay upfront, with OpenAI-related projects and neoclouds in focus. Executives cite long-term value and revenue generation, while cautions focus on depreciation risk and China’s potential price competition.