Japan’s Robotics and Manufacturing Leaders Build on NVIDIA Cosmos to Advance Physical AI

Product / TechIndustry Impact 4
โดย GlobeNewswire·Read original
Summary · why it matters

NVIDIA announced that Japan’s physical AI leaders are building on its Cosmos, Isaac, Metropolis and Jetson platforms to accelerate intelligent machines across manufacturing, mobility, infrastructure and robotics. The company also introduced Cosmos 3 Edge, a 4-billion-parameter model for on-device vision reasoning and robot policy deployment on NVIDIA Jetson Thor platforms, and new Metropolis libraries that speed vision AI agent development by at least six times. Japan’s physical AI ecosystem leaders including AIRoA, FANUC, Fujitsu, Hitachi, Kawasaki Heavy Industries, Kubota, NEC, SoftBank Corp., Sony Group Corporation and Yaskawa Electric intend to join the NVIDIA Cosmos Coalition to advance open world models. Fujitsu is exploring a collaborative control platform for physical AI with FANUC, Yaskawa Electric and Kawasaki Heavy Industries, while other Japanese manufacturers and physical AI leaders such as Enactic, Honda R&D, GROOVE X, Mitsui & Co, OMRON, Shimizu Corporation and Telexistence are building on NVIDIA’s physical AI stack.

Impact on stocks 17

Artificial Intelligence▲ · 6 stocks
NVIDIA Corporation
NVDA
▲ PositiveTechnologyrelevance

NVIDIA announced Cosmos 3 Edge and new Metropolis libraries, and its platforms are being adopted by Japan's physical AI leaders.

Fujitsu Limited
6702
▲ PositiveDemandrelevance

Fujitsu is exploring a collaborative control platform for physical AI with FANUC, Yaskawa Electric and Kawasaki Heavy Industries, building on NVIDIA's stack.

Hitachi, Ltd.
6501
▲ PositiveDemandrelevance

Hitachi intends to join the NVIDIA Cosmos Coalition, indicating adoption of NVIDIA's platforms for physical AI.

Sony Group Corporation
6758
▲ PositiveDemandrelevance

Sony Group Corporation intends to join the NVIDIA Cosmos Coalition, indicating adoption of NVIDIA's platforms.

SoftBank Corp.
9434
▲ PositiveTechnologyrelevance

SoftBank Corp. intends to join the NVIDIA Cosmos Coalition to advance open world models.

NEC Corporation
6701
▲ PositiveTechnologyrelevance

NEC intends to join the NVIDIA Cosmos Coalition to advance open world models.

Robotics & Physical AI▲ · 4 stocks
Fanuc Corporation
6954
▲ PositiveTechnologyrelevance

FANUC is exploring a collaborative control platform for physical AI with other leaders and intends to join the Cosmos Coalition.

Yaskawa Electric Corporation
6506
▲ PositiveTechnologyrelevance

Yaskawa Electric intends to join the NVIDIA Cosmos Coalition and is exploring a collaborative control platform for physical AI with Fujitsu, FANUC and Kawasaki.

Kawasaki Heavy Industries Ltd.
7012
▲ PositiveTechnologyrelevance

Kawasaki Heavy Industries intends to join the NVIDIA Cosmos Coalition and is exploring a collaborative control platform for physical AI with Fujitsu, FANUC and Yaskawa.

OMRON Corporation
6645
▲ PositiveTechnologyrelevance

OMRON is building on NVIDIA's physical AI stack, indicating adoption of advanced AI platforms.

Financials▲ · 2 stocks
SoftBank Group Corp.
9984
▲ PositiveTechnologyrelevance

SoftBank Corp. intends to join the NVIDIA Cosmos Coalition to advance open world models.

Industrials▲ · 1 stocks
Shimizu Corporation
1803
▲ PositiveDemandrelevance

Shimizu Corporation is building on NVIDIA's physical AI stack, as mentioned among other Japanese manufacturers.

Climate Adaptation & Water▲ · 1 stocks
Aging Population▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks

Theme Impact 8

Off-coverage companies 4

EnacticPrivate▲ Positive
Technologyrelevance

Enactic is building on NVIDIA's physical AI stack.

GROOVE XPrivate▲ Positive
Technologyrelevance

GROOVE X is building on NVIDIA's physical AI stack.

Honda R&DPrivate▲ Positive
Technologyrelevance

Honda R&D is building on NVIDIA's physical AI stack, indicating adoption of advanced AI platforms for robotics.

TelexistencePrivate▲ Positive
Technologyrelevance

Telexistence is building on NVIDIA's physical AI stack, suggesting integration of cutting-edge AI for robotics.

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