Analysis: Why Nvidia is betting Japan’s manufacturing data will power physical AI

Nvidia CEO Jensen Huang’s whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside a joint event with gaming giant Sega Corporation, Huang used the trip to promote what he has repeatedly described as Nvidia’s next major AI frontier—physical AI—sparking renewed discussion across Japan’s industrial sector about the country’s role in the emerging technology.

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Alibaba Cloud founder: next-gen foundation models need scientific data

For the past three years, large language model (LLM) development has moved along the same track: models have gotten bigger, parameter counts have climbed, reasoning has improved, AI agents have matured, and long-context windows have kept breaking records. The industry’s debate has also centered on model capability, computing scale, and how far the field is from artificial general intelligence (AGI).

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