Key Takeaways
- Nvidia launched Cosmos 3 Edge to help robots navigate physical environments in real time.
- Partnerships with Fujitsu, Hitachi and Kawasaki expand Nvidia’s physical AI push in Japan.
- Japanese drugmakers are adopting Nvidia’s BioNeMo tools to accelerate pharmaceutical research.
Nvidia launched Cosmos 3 Edge on Thursday, a world model designed to help robots and AI systems perceive and navigate physical environments in real time. The release follows the Cosmos 3 launch in May.
The announcement coincided with Chief Executive Jensen Huang's two-day visit to Japan, where Nvidia said it is building a physical AI ecosystem with local companies including Fujitsu, Hitachi and Kawasaki Heavy Industries. According to the company, Nvidia also expanded its presence in Japan's healthcare and biotechnology sectors through new collaborations in AI-driven drug discovery and medical robotics.
Nvidia said Tokyo-1, an AI drug discovery consortium operated by Mitsui subsidiary Xeureka, is expanding its use of Nvidia's BioNeMo Agent Toolkit. Japanese pharmaceutical companies including Astellas Pharma, Daiichi Sankyo and Ono Pharmaceutical are using the toolkit to support research and drug development workflows, Nvidia said.
BQ: "Japan invented modern manufacturing. Now, it has the opportunity to reinvent it for the age of intelligent industries." — Jensen Huang, Chief Executive at Nvidia
Nvidia’s Physical AI Expansion in Japan
Nvidia’s Japan announcement spans robotics, manufacturing and pharmaceutical research, combining a new edge AI model with expanded partnerships across several industries.
| Initiative | Role in Nvidia’s Japan Strategy |
|---|---|
| Cosmos 3 Edge | Gives robots and vision AI agents the ability to interpret and navigate physical environments in real time. |
| Kawasaki Heavy Industries partnership | Applies Nvidia’s physical AI technology to industrial automation and manufacturing systems. |
| Fujitsu and Hitachi collaborations | Supports a broader Japanese ecosystem for deploying AI across industrial and enterprise environments. |
| Tokyo-1 consortium expansion | Extends the use of Nvidia’s BioNeMo tools among Japanese pharmaceutical companies. |
| BioNeMo Agent Toolkit | Helps drugmakers automate and accelerate parts of the drug discovery and development process. |
Recent Nvidia News
Nvidia closed fiscal year 2026 with record revenue of $215.9 billion, up 65% year-over-year, and followed that with Q1 FY27 revenue of $81.6 billion.
In October 2025, the company became the first to reach a $5 trillion market valuation, just three months after crossing $4 trillion, with Huang also announcing $500 billion in AI chip orders and plans to build seven supercomputers for the US government.
Nvidia's most consequential strategic move was its $20 billion acquisition of Groq's assets, nearly triple its previous record Mellanox deal, bringing the Language Processing Unit architecture and founder Jonathan Ross in-house. The move is widely seen as a bid to consolidate the AI inference market before rivals can establish footholds.
Editor's Note: In other Nvidia news...
- Nvidia Sheds $1T as Investors Rotate to Rivals — A crowded trade unwinds as capital flows to Micron and competing chipmakers.
- Gradium Hits $100M Seed, Adds NVIDIA as Investor — The Paris-based voice AI startup extended its seed round seven months after launch.
- NVIDIA Launches Space-Ready AI Chips for Orbital Data Centers — NVIDIA’s new space-grade computing platform aims to process AI workloads in orbit.