[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-5-japan-partnerships-nvidia-physical-ai-zh":3,"article-related-5-japan-partnerships-nvidia-physical-ai-zh":35,"series-industry-8328822e-3580-4a0f-956c-59cceed4e9ef":82},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":27,"views":31,"created_at":32,"published_at":33,"topic_cluster_id":34},"8328822e-3580-4a0f-956c-59cceed4e9ef","5-japan-partnerships-nvidia-physical-ai-zh","5 個日本合作，揭開 Nvidia 的物理 AI 佈局","\u003Cp>\u003Ca href=\"\u002Ftag\u002Fjensen-huang\">Jensen Huang\u003C\u002Fa> 這趟東京行，為什麼會影響 \u003Ca href=\"\u002Ftag\u002Fnvidia\">Nvidia\u003C\u002Fa> 下一步 AI 佈局？\u003C\u002Fp>\u003Cp data-speakable=\"summary\">Huang 透過日本會面，把 Nvidia 的 AI 規劃和機器人、工廠、晶片供應鏈連在一起。\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>項目\u003C\u002Fth>\u003Cth>角色\u003C\u002Fth>\u003Cth>關鍵數字／細節\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.sega.com\u002F\">Sega\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>歷史合作夥伴\u003C\u002Ftd>\u003Ctd>1996 年約 500 萬美元投資\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.toyota-global.com\u002F\">Toyota\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>自駕與模擬夥伴\u003C\u002Ftd>\u003Ctd>以 DRIVE AGX 推進 L2++ 車輛\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.fanuc.co.jp\u002Fen\u002F\">Fanuc\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>機器人夥伴\u003C\u002Ftd>\u003Ctd>加入 Nvidia 的 Cosmos 聯盟\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Noetra\u003C\u002Ftd>\u003Ctd>國家級物理 AI 夥伴\u003C\u002Ftd>\u003Ctd>規劃 27,500 顆 Rubin GPU 的超級工廠\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>日本供應鏈企業\u003C\u002Ftd>\u003Ctd>材料與硬體網絡\u003C\u002Ftd>\u003Ctd>Kioxia、Shin-Etsu、Tokyo Electron 等\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>1. Sega：一段救過 Nvidia 的老關係\u003C\u002Fh2>\u003Cp>Nvidia 在東京行先回到起點。Huang 與前 Sega 社長入江昭一在秋葉原的舊 Sega Game Center 附近會面，重提雙方 30 年前的交集。當年 Sega 在 Nvidia 最缺錢的時候投資了約 500 萬美元，成了公司能撐下去的關鍵。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784766765289-d92a.png\" alt=\"5 個日本合作，揭開 Nvidia 的物理 AI 佈局\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>這段故事之所以重要，是因為它不只是懷舊，而是說明 Nvidia 和日本的連結從一開始就不是單純買賣關係。今天雙方仍有合作，包含未來 Sega 遊戲支援 Nvidia 的 RTX Spark 平台。\u003C\u002Fp>\u003Cul>\u003Cli>1996 年投資：約 500 萬美元\u003C\u002Fli>\u003Cli>1997 年 Nvidia 推出 RIVA 128\u003C\u002Fli>\u003Cli>早期失敗迫使 Nvidia 重新調整產品路線\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>2. Toyota：把 AI 帶進車、城與工廠\u003C\u002Fh2>\u003Cp>Toyota 是這趟行程裡最能看出 Nvidia 轉向實體應用的一站。雙方把合作擴大到自動駕駛、智慧城市與工廠模擬，Toyota 也在 Nvidia 的 DRIVE AGX 平台上開發下一代 L2++ 車輛。\u003C\u002Fp>\u003Cp>這代表 Nvidia 想賣的已不是單一晶片，而是一整套讓\u003Ca href=\"\u002Fnews\u002Fopen-models-beat-safer-ones-autonomous-attacks-zh\">模型\u003C\u002Fa>進入道路、感測器與產線的系統。對物理 AI 來說，Toyota 是很好的試金石，因為它要求軟體真的能在複雜環境中運作。\u003C\u002Fp>\u003Cul>\u003Cli>合作範圍：自駕、智慧城市、工廠模擬\u003C\u002Fli>\u003Cli>平台：Nvidia DRIVE AGX\u003C\u002Fli>\u003Cli>目標：下一代 L2++ 系統\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>3. Fanuc：工業機器人的落地測試\u003C\u002Fh2>\u003Cp>Fanuc 把 Nvidia 的日本計畫拉進工廠現場。Nvidia 表示，除了 Fanuc，Fujitsu、Yaskawa Electric 與 Kawasaki Heavy Industries 也會加入由 Nvidia 主導的 Cosmos 聯盟，合作重心是機器人與自動化。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784766764668-ekp1.png\" alt=\"5 個日本合作，揭開 Nvidia 的物理 AI 佈局\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>這一點很關鍵，因為工業機器人對穩定性、速度與整合能力的要求都很高。Nvidia 的判斷很明確：物理 AI 不能只停留在 demo，最後要能驅動機械手臂、產線單元與工業流程。\u003C\u002Fp>\u003Cul>\u003Cli>加入聯盟：Nvidia Cosmos\u003C\u002Fli>\u003Cli>同場擴編夥伴：Fujitsu、Yaskawa Electric、Kawasaki Heavy Industries\u003C\u002Fli>\u003Cli>應用場景：工業機器人與自動化\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>4. Noetra：日本最激進的 AI 基礎建設賭注\u003C\u002Fh2>\u003Cp>Noetra 是這篇故事裡最具規模感的一項合作。日本媒體報導，Nvidia 與包含 Sony、Honda 在內的 Noetra 聯盟宣布策略合作，\u003Ca href=\"\u002Fnews\u002Fopenai-board-adds-bank-ceos-for-ipo-prep-zh\">準備\u003C\u002Fa>打造一座由 27,500 顆 Rubin \u003Ca href=\"\u002Ftag\u002Fgpu\">GPU\u003C\u002Fa> 驅動的國家級 AI 超級工廠。\u003C\u002Fp>\u003Cp>這不只是算力新聞，而是\u003Ca href=\"\u002Fnews\u002Fopen-source-android-ai-agents-host-code-zh\">把主\u003C\u002Fa>權 AI 和工業機器人綁在一起。Nvidia 不是只協助訓練模型，而是在幫日本建立本地化的模型訓練基地，讓下一代智慧機器人有自己的基礎設施。\u003C\u002Fp>\u003Ccode>規劃重點：27,500 顆 Rubin GPU；國家級 AI 超級工廠；面向智慧機器人的世界模型\u003C\u002Fcode>\u003Ch2>5. 日本供應鏈：從材料到設備的底層網絡\u003C\u002Fh2>\u003Cp>Huang 的晚餐名單顯示，Nvidia 的日本策略不只看頭部合作夥伴。東京神田的居酒屋會面裡，他與 Kioxia、Shin-Etsu Chemical、Tokyo Electron、Ajinomoto、Sumitomo Electric、Taiyo Yuden 和 Panasonic 的主管同桌。\u003C\u002Fp>\u003Cp>這些公司對應的是 AI 硬體真正需要的材料、化學品、設備與零組件。Huang 也強調，日本在基礎材料、化學技術與核心科學上很強，這讓它成為物理 \u003Ca href=\"\u002Ftag\u002Fai-\">AI 基礎設施\u003C\u002Fa>的自然落點。\u003C\u002Fp>\u003Cul>\u003Cli>例子：Kioxia、Shin-Etsu Chemical、Tokyo Electron\u003C\u002Fli>\u003Cli>其他與會者：Ajinomoto、Sumitomo Electric、Taiyo Yuden、Panasonic\u003C\u002Fli>\u003Cli>重點：材料、設備與硬體供應\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>哪種適合你\u003C\u002Fh2>\u003Cp>如果你想追的是 Nvidia 怎麼一路走到今天，Sega 最值得看，因為它解釋了這家公司的早期生存史。如果你關心 AI 怎麼真正進入產業現場，Toyota 和 Fanuc 最有代表性，分別對應車輛與工廠。\u003C\u002Fp>\u003Cp>如果你想判斷 Nvidia 下一個大賭注，Noetra 最值得盯；而若你想看更長線的結構變化，供應鏈那一桌才是重點，因為它說明 Nvidia 正在為物理 AI 先搭好材料與設備底座。\u003C\u002Fp>","5 個日本合作看出 Nvidia 正把 AI、機器人與製造串成物理 AI 供應鏈。","www.tradingkey.com","https:\u002F\u002Fwww.tradingkey.com\u002Fanalysis\u002Fstocks\u002Fus-stocks\u002F262034703-nvda-sega-ai-noeta-japan-jensenhuang-tradingkey",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784766765289-d92a.png","industry","zh","7cc4111b-8541-4c56-982d-7e681d48184d",[17,18,19,20,21,22,23,24,25,26],"Nvidia","Jensen Huang","Japan","physical AI","Toyota","Fanuc","Sega","Noetra","Rubin GPU","DRIVE AGX",[28,29,30],"Sega 代表 Nvidia 與日本的歷史起點，也解釋了公司的早期生存關鍵。","Toyota 與 Fanuc 顯示 Nvidia 正把 AI 從晶片推向車輛、工廠與機器人。","Noetra 與供應鏈會面一起說明，Nvidia 正在建立物理 AI 所需的本地算力與底層材料網絡。",0,"2026-07-23T00:32:22.588913+00:00","2026-07-23T00:32:22.577+00:00","2136bcee-a786-4a28-8776-85371a45dc14",{"tags":36,"relatedLang":41,"relatedPosts":45},[37,39],{"name":17,"slug":38},"nvidia",{"name":18,"slug":40},"jensen-huang",{"id":15,"slug":42,"title":43,"language":44},"jensen-huang-japan-trip-nvidia-physical-ai-en","Jensen Huang’s Japan Trip Recasts Nvidia’s AI Play","en",[46,52,58,64,70,76],{"id":47,"slug":48,"title":49,"cover_image":50,"image_url":50,"created_at":51,"category":13},"8aff4438-8108-4ad8-a324-63e2b90367d9","dario-kongzhi-yu-chai-kai-anthropic-zh","Dario 的控制欲拆開 Anthropic","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784743437387-42o0.png","2026-07-22T18:03:10.496443+00:00",{"id":53,"slug":54,"title":55,"cover_image":56,"image_url":56,"created_at":57,"category":13},"8e64f5b6-1cc8-415b-a3c6-93caefae73a3","open-models-beat-safer-ones-autonomous-attacks-zh","自主化攻擊時，開放模型比更安全的模型更能守住系統","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784730786455-moz4.png","2026-07-22T14:32:21.958653+00:00",{"id":59,"slug":60,"title":61,"cover_image":62,"image_url":62,"created_at":63,"category":13},"2ed48aa9-c274-47b3-a64a-ce3a0ceefcd1","openai-board-adds-bank-ceos-for-ipo-prep-zh","OpenAI 董事會補銀行 CEO 為 IPO 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變成安全閘門","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784705616080-tni1.png","2026-07-22T07:32:48.092927+00:00",{"id":77,"slug":78,"title":79,"cover_image":80,"image_url":80,"created_at":81,"category":13},"d45f7840-d7e0-4aa1-aa6f-5410976b9361","anthropic-ipo-ai-stocks-playbook-zh","Anthropic IPO 讓 AI 股看估值","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784637245475-mcqb.png","2026-07-21T12:33:22.563293+00:00",[83,88,93,98,103,108,113,118,123,128],{"id":84,"slug":85,"title":86,"created_at":87},"ee073da7-28b3-4752-a319-5a501459fb87","ai-in-2026-what-actually-matters-now-zh","2026 AI 真正重要的事","2026-03-26T07:09:12.008134+00:00",{"id":89,"slug":90,"title":91,"created_at":92},"83bd1795-8548-44c9-9a7e-de50a0923f71","trump-ai-framework-power-speech-state-preemption-zh","川普 AI 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3…","2026-03-26T07:30:12.825269+00:00",{"id":119,"slug":120,"title":121,"created_at":122},"e660d801-2421-4529-8fa9-86b82b066990","metas-llama-4-benchmark-scandal-gets-worse-zh","Meta Llama 4 分數風波又擴大","2026-03-26T07:34:21.156421+00:00",{"id":124,"slug":125,"title":126,"created_at":127},"183f9e7c-e143-40bb-a6d5-67ba84a3a8bc","accenture-mistral-ai-sovereign-enterprise-deal-zh","Accenture 攜手 Mistral AI 賣主權 AI","2026-03-26T07:38:14.818906+00:00",{"id":129,"slug":130,"title":131,"created_at":132},"191d9b1b-768a-478c-978c-dd7431a38149","mistral-ai-faces-its-hardest-year-yet-zh","Mistral AI 迎來最硬的一年","2026-03-26T07:40:23.716374+00:00"]