Physical AI
Why Japan Can Come Back in Physical AI: Policy, Numbers, and TIMEWELL's Declaration
Japan was written off as a lap behind in generative AI. So why is physical AI, the AI that acts in the real world, the field where it can come back? This long read starts with the numbers Japan is losing on (IFR statistics), then goes through the AI Basic Plan (Phase II), the AI Robotics Strategy, the Japan Growth Strategy and its investment roadmap, the July-to-September news from NVIDIA, Arm, Hitachi and GENIAC, and the projected shortfall of 11 million workers by 2040. It reads the qualitative shift from tightly coupled to loosely coupled systems and from scale to integration and operations, and ends with TIMEWELL's own declaration that we are moving into physical AI.
2026-09-12濱本 隆太
