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Jensen Huang Turns to Japan’s Robots for Nvidia’s Next Growth Engine

With Nvidia surpassing a $5 trillion valuation, Jensen Huang is turning to Japan’s robotics and manufacturing base to prove physical A.I. can power the company’s next era.

Nvidia built its empire on chips powering generative A.I., and that engine is still surging. The company posted a record $81.6 billion in quarterly revenue, up 85 percent year over year. But with a $5 trillion valuation that prices in years of growth, CEO Jensen Huang is under pressure to prove expansion can extend beyond the U.S. data-center boom. His latest pitch centers on Japan, where the government and major industrial players are gearing up to deploy A.I. in robots and factories.

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During a two-day visit to Tokyo last week, Huang rallied Japan’s manufacturing giants, robotics innovators and software developers behind “physical A.I.,” the technology that allows robots and other machines to perceive their surroundings, make decisions and act in the real world. Japan, Huang argued, holds a natural advantage for such a shift. “Japan has historically been very good at precision manufacturing and very large-scale manufacturing, but now we have........

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