About megatrends
Semiconductors › Logic, Compute & Connectivity Processors ▲Demand
Artificial Intelligence › AI Compute & Accelerator Silicon ▲Demand
Artificial Intelligence › Edge & On-device AI Silicon ▲Technology
Robotics & Physical AI › Robotics AI & Embodiment Software ▲Technology
Robotics & Physical AI › Industrial Automation & Cobots ▲Technology
Artificial Intelligence › AI Applications & Copilots Competition
Semiconductors › Analog, Power & Discrete Demand
Robotics & Physical AI › Robotics Components & Actuation Demand
NVDA · Technology · Positive NVIDIA announced Cosmos 3 Edge and new Metropolis libraries, and its platforms are being adopted by Japan's physical AI leaders.
6702.JP · Demand · Positive Fujitsu is exploring a collaborative control platform for physical AI with FANUC, Yaskawa Electric and Kawasaki Heavy Industries, building on NVIDIA's stack.
6954.JP · Technology · Positive FANUC is exploring a collaborative control platform for physical AI with other leaders and intends to join the Cosmos Coalition.
6501.JP · Demand · Positive Hitachi intends to join the NVIDIA Cosmos Coalition, indicating adoption of NVIDIA's platforms for physical AI.
6506.JP · Technology · Positive Yaskawa Electric intends to join the NVIDIA Cosmos Coalition and is exploring a collaborative control platform for physical AI with Fujitsu, FANUC and Kawasaki.
6758.JP · Demand · Positive Sony Group Corporation intends to join the NVIDIA Cosmos Coalition, indicating adoption of NVIDIA's platforms.