黄仁勋访日：Nvidia 联手日本打造物理 AI 时代，Noetra 主权 AI 工厂与 Cosmos 机器人联盟落地

英伟达的首席执行官黄仁勋在7月15日和16日花了两天时间访问东京，拉拢日本工业和芯片供应界的精英，这发生在他几周前在台湾的主题演讲之后：https://blogs.nvidia.com/blog/taiwan-ecosystem-ai-infrastructure/ 和：https://blogs.nvidia.com/blog/korea-ecosystem-2026/，几个月前他还访问了韩国：https://techcrunch.com/2025/10/31/nvidia-expands-ai-ties-with-hyundai-samsung-sk-naver/。他带回了涵盖日本整个科技生态系统的交易：国家级 AI 工厂、与日本顶尖机器人公司的合作，以及与驱动英伟达下一代 AI 芯片的芯片材料供应商签订的协议。他传递的信息十分明确。英伟达正在瞄准日本的工厂车间，而许多日本最大的制造商也在加入进来。黄仁勋表示，AI 的下一个篇章属于工厂车间、机器人和机器，他希望日本来建设这一篇章。

三十年前，一笔 500 万美元的世嘉投资：https://x.com/YahooFinance/status/2077436987812778368?s=20 曾帮助濒临破产的英伟达站稳脚跟；今天，英伟达和日本工业巨头再次需要彼此——这次是为了建设物理 AI 时代，并从以下三个项目开始：

丰田——汽车与物理 AI。丰田在其很大一部分体系中都使用英伟达芯片。它承诺将在其下一代车辆上使用英伟达的 Drive 平台：https://blogs.nvidia.com/blog/japan-ecosystem-2026/?ncid=so-twit-754921&linkId=100000430923665#toyota，并在2025年1月的 CES 展上宣布：https://www.globenewswire.com/news-release/2025/01/07/3005072/0/en/Toyota-Aurora-and-Continental-Join-Growing-List-of-NVIDIA-Partners-Rolling-Out-Next-Generation-Highly-Automated-and-Autonomous-Vehicle-Fleets.html；最新的工作将英伟达扩展到其制造环节，使用仿真设计生产线，扩展到运营其车辆的软件，以及读取道路交通的系统。丰田汽车将运行高级驾驶辅助系统，该系统可以进行转向和制动，但仍然需要驾驶员操作，这比 Waymo 和特斯拉开发的更依赖于自动驾驶、减少对人类驾驶员依赖的系统更为保守。

黄的访问将物理人工智能置于日本工业战略的核心，东京正在投入资金支持它。面对劳动力缩减的情况，https://techcrunch.com/2026/04/05/japan-is-proving-experimental-physical-ai-is-ready-for-the-real-world/ 日本希望到 2040 年在 18 个行业拥有 1000 万台配备 AI 的机器人：https://www3.nhk.or.jp/nhkworld/en/news/20260630_21/，并支持 650 亿美元的公共和私人物理人工智能投资：https://asia.nikkei.com/business/technology/artificial-intelligence/japan-targets-65bn-in-public-private-physical-ai-investment-by-2040。

更长远的目标更大。日本于三月发布的 AI 机器人战略，旨在到 2040 年占据全球 AI 机器人市场 30% 以上：https://seisanzai-japan.com/article/p6121/，该市场东京估值约 20 万亿日元，约合 1330 亿美元。经济产业省正在资助一个国内的基础模型来驱动这些机器，而诺埃特拉的 Nvidia 支持工厂将训练这种规模的模型，达到数万亿参数的级别。

工业案例的背后是主权考量。随着美国和中国在大规模 AI 方面取得领先，东京希望拥有自己的数据、自己的计算能力，并减少对不受自己控制的基础设施的依赖。黄在 7 月 16 日出现在政府的物理人工智能发布会上，与贸易大臣赤泽良生一同亮相，首相高市早苗通过视频参加：https://www.youtube.com/watch?v=Ov1qHXbDltQ。高市内阁将 AI 和半导体作为增长计划的核心，计划到 2040 年投入 370 万亿日元（2.3 万亿美元：https://asia.nikkei.com/economy/japan-maps-2.3tn-investment-plan-across-17-strategic-sectors）的公共和私人投资。诺埃特拉的工厂——Nvidia 宣称为“世界首个国家级 AI 基础设施”：https://nvidianews.nvidia.com/news/japan-government-industrial-leaders-and-nvidia-launch-the-worlds-first-national-ai-infrastructure——是迄今为止最明确的赌注。日本追求独立的努力，至少目前，依赖于美国产芯片。

在两天内，黄几乎与日本科技界每一个重要人物面对面——午餐时会见了丰田、发那科、安川、富士通和川崎的 CEO，晚上在神田居酒屋与数十位供应链负责人一边吃串烧、一边喝威士忌。

这和他几周前的操作完全一样——在台湾举行回乡主题演讲，吃炸鸡：https://edition.cnn.com/2025/10/31/world/video/nvidia-jensen-huang-samsung-hyundai-fried-chicken-seoul-digvid，以及去年秋天在首尔签署的5万GPU交易：https://techcrunch.com/2025/10/31/nvidia-expands-ai-ties-with-hyundai-samsung-sk-naver/。这一次轮到东京了，展示了机器人、供应链和芯片。

当您通过我们文章中的链接购买时，我们可能会获得少量佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不会影响我们的编辑独立性。

Kate Park 是 TechCrunch 的记者，专注于亚洲的科技、初创公司和风险投资。她此前曾是 Mergermarket 的金融记者，报道并购、私募股权和风险投资。

更快地扩展规模。增长您的投资组合。获得实用专业知识。无论您的目标是什么，Disrupt 都能为您赋能。今天最多可节省330美元！

Jack Dorsey 正在通过 Buzz 挑战 Slack，这是一款面向团队及其 AI 代理的群聊平台：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

Light 推出了一款翻盖手机——它色彩丰富且价格便宜：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

AI 音乐生成器 Suno 的数据泄露影响了5,500万用户，根据 Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

谷歌正在研发一款新的 AI 芯片，以提高 Gemini 的效率：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/

法官暂停了价值1100亿美元的派拉蒙-华纳兄弟合并案：https://techcrunch.com/2026/07/20/judge-pauses-110b-paramount-warner-bros-merger/ Aisha Malik：https://techcrunch.com/author/aisha-malik/

可口可乐在其Fairlife乳制品工厂遭遇勒索软件攻击后暂停生产：https://techcrunch.com/2026/07/16/coca-cola-suspended-production-at-its-fairlife-dairy-after-a-ransomware-attack/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

Nvidia’s chief Jensen Huang spent two days — July 15 and 16 — in Tokyo, courting Japan’s industrial and chip-supply elite, weeks after a keynote in Taiwan,：https://blogs.nvidia.com/blog/taiwan-ecosystem-ai-infrastructure/ and：https://blogs.nvidia.com/blog/korea-ecosystem-2026/ months after a visit to South Korea：https://techcrunch.com/2025/10/31/nvidia-expands-ai-ties-with-hyundai-samsung-sk-naver/. He left with deals spanning Japan’s entire tech ecosystem: a national AI factory, partnerships with the country’s leading robotics companies, and agreements with the chip-material suppliers powering Nvidia’s next generation of AI chips. His message was clear. Nvidia is targeting Japan’s factory floor, and many of the country’s biggest manufacturers are joining in. AI’s next chapter, Huang said, belongs to factory floors, robots, and machines, and he wants Japan to build it.

Thirty years ago, a $5 million Sega investment：https://x.com/YahooFinance/status/2077436987812778368?s=20 helped keep a near-bankrupt Nvidia afloat; today, Nvidia and Japan’s industrial giants need each other again — this time to build the physical-AI era, starting with these three projects:

Toyota — cars and physical AI. Toyota uses Nvidia chips across much of its stack. It committed its next-generation vehicles to Nvidia’s Drive platform：https://blogs.nvidia.com/blog/japan-ecosystem-2026/?ncid=so-twit-754921&linkId=100000430923665#toyota at CES in January 2025：https://www.globenewswire.com/news-release/2025/01/07/3005072/0/en/Toyota-Aurora-and-Continental-Join-Growing-List-of-NVIDIA-Partners-Rolling-Out-Next-Generation-Highly-Automated-and-Autonomous-Vehicle-Fleets.html; the newer work extends Nvidia into its manufacturing, where simulations are used to design production lines, into the software that runs its vehicles, and into systems that read road traffic. Toyota’s cars will run advanced driver assistance, which steers and brakes but still requires a driver, a more conservative approach than Waymo and Tesla, which are developing systems that rely less on a human driver.

Huang’s visit put physical AI at the center of Japan’s industrial strategy, and Tokyo is spending to back it. Facing a shrinking workforce,：https://techcrunch.com/2026/04/05/japan-is-proving-experimental-physical-ai-is-ready-for-the-real-world/ Japan wants 10 million AI-equipped robots：https://www3.nhk.or.jp/nhkworld/en/news/20260630_21/ across 18 sectors by 2040, backed by $65 billion in public and private physical-AI investment：https://asia.nikkei.com/business/technology/artificial-intelligence/japan-targets-65bn-in-public-private-physical-ai-investment-by-2040.

The longer game is bigger. Japan’s AI Robotics Strategy, released in March, aims to capture more than 30%：https://seisanzai-japan.com/article/p6121/ of the global AI robotics market by 2040, a market Tokyo values at roughly ¥20 trillion, or about $133 billion. METI is funding a domestic foundation model to run the machines, and Noetra’s Nvidia-powered factory is where models of that scale, into the trillions of parameters, would be trained.

Underneath the industrial case is a sovereign one. As the U.S. and China pull ahead in large-scale AI, Tokyo wants its own data, its own compute, and less dependence on infrastructure it doesn’t control. Huang appeared on July 16 alongside trade minister Ryosei Akazawa at the government’s physical-AI launch, with Prime Minister Sanae Takaichi：https://www.youtube.com/watch?v=Ov1qHXbDltQ joining by video. The Takaichi administration has made AI and semiconductors the centerpiece of a growth plan chasing ¥370 trillion ($2.3 trillion：https://asia.nikkei.com/economy/japan-maps-2.3tn-investment-plan-across-17-strategic-sectors) in public and private investment by 2040. Noetra’s factory — which Nvidia bills as “the world’s first national AI infrastructure”：https://nvidianews.nvidia.com/news/japan-government-industrial-leaders-and-nvidia-launch-the-worlds-first-national-ai-infrastructure — is the clearest bet yet. Japan’s push for independence, at least for now, rests on American chips.

In two days, Huang sat across from nearly every name that matters in Japanese tech — the CEOs of Toyota, Fanuc, Yaskawa, Fujitsu, and Kawasaki over lunch, and dozens of supply-chain chiefs over skewers and whisky in a Kanda izakaya.

It’s the same playbook he ran weeks earlier — a homecoming keynote in Taiwan, fried chicken：https://edition.cnn.com/2025/10/31/world/video/nvidia-jensen-huang-samsung-hyundai-fried-chicken-seoul-digvid, and a 50,000-GPU deal in Seoul last fall.：https://techcrunch.com/2025/10/31/nvidia-expands-ai-ties-with-hyundai-samsung-sk-naver/ This time, it was Tokyo’s turn, with the robots, the supply chain, and the chips underneath.

When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.

Kate Park is a reporter at TechCrunch, with a focus on technology, startups and venture capital in Asia. She previously was a financial journalist at Mergermarket covering M&A, private equity and venture capital.

Scale faster. Grow your portfolio. Gain practical expertise. No matter your goal, Disrupt can empower you. Save up to $330 toda y!

Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

Light made a flip phone — it’s colorful and it’s cheap：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/

AI music generator Suno breach affects 55M users, per Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/

Google is working on a new AI chip designed to make Gemini more efficient：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/

Judge pauses $110B Paramount-Warner Bros. merger：https://techcrunch.com/2026/07/20/judge-pauses-110b-paramount-warner-bros-merger/ Aisha Malik：https://techcrunch.com/author/aisha-malik/

Coca-Cola suspended production at its Fairlife dairy after a ransomware attack：https://techcrunch.com/2026/07/16/coca-cola-suspended-production-at-its-fairlife-dairy-after-a-ransomware-attack/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/