Key Points

NVIDIA launches a new AI model, Cosmos 3 Edge.

NVIDIA plans to collaborate with local Japanese companies to expand its presence in the local physical AI industry.

NVIDIA will also cooperate with local Japanese companies in the healthcare sector.

On Wednesday, NVIDIA launched a new AI model aimed at robotics and visual intelligence, further strengthening its position in Japan's physical AI sector.

This new model, named Cosmos 3 Edge, belongs to the category of world models and can help intelligent systems perceive the physical environment in real-time and achieve autonomous navigation. Compared to large language models (LLMs), world models can learn from a broader range of data inputs. This release follows the launch of the basic version of Cosmos 3 in May this year.

NVIDIA stated that CEO Jensen Huang has embarked on a two-day trip to Japan, with regional business expansion being the core topic of this visit. The Silicon Valley chip giant plans to form an industry alliance to expand its physical AI footprint in Japan, with local industrial leaders such as Fujitsu, Hitachi, and Kawasaki Heavy Industries planning to join the alliance.

In a statement on Wednesday, CEO Jensen Huang said, "The next frontier of artificial intelligence exists in the physical world, which is a once-in-a-generation opportunity for Japan. Modern manufacturing was born in Japan, and now Japan has the chance to reshape the manufacturing landscape based on the intelligent industrial era."

Just months before NVIDIA's collaboration with Japanese companies, Microsoft announced a $10 billion investment in Japan to build AI infrastructure and strengthen cybersecurity. Japan's major investment group SoftBank is also making significant bets on the AI industry boom, planning to collaborate with Microsoft and Sakura Internet on AI-related R&D projects in Japan.

According to data from the U.S. International Trade Administration, Japan's AI market is expected to reach $27.9 billion by 2029, opening up vast opportunities for U.S. companies to invest in Japan. The market growth is driven by two factors: the Japanese government is vigorously promoting the widespread adoption of AI across industries, and local companies are actively seeking international cooperation.

Ajay Rajadhyaksha, Chairman of Barclays Global Research, stated in an interview last month that Japan has a unique competitive advantage in the Asian market, relying on a diversified AI industry layout and robust structural growth momentum.

NVIDIA's Multi-Sector Collaboration Layout

NVIDIA is also aggressively expanding its AI business into Japan's healthcare and biotechnology sectors, leveraging autonomous intelligent agent AI technology to focus on new drug development and medical robotics projects, delving into cutting-edge scientific fields.

In the field of autonomous intelligent agent AI, NVIDIA highlighted the ongoing expansion of the Tokyo-1 AI new drug development alliance operated by Mitsui Group's subsidiary Xeureka. Since its public announcement in 2023, the platform has been steadily growing, powered by NVIDIA's BioNeMo intelligent toolkit, which significantly enhances the efficiency of autonomous AI new drug development NVIDIA revealed in its official blog that leading Japanese pharmaceutical companies have been increasing their collaboration efforts, with major pharmaceutical firms such as Astellas Pharma, Daiichi Sankyo, and Ono Pharmaceutical all using NVIDIA's dedicated biotechnology research toolkit to streamline their research and development processes.

In addition to the biotechnology sector, NVIDIA also announced a partnership with Kawasaki Heavy Industries to enter the industrial automation field