NVIDIA (NASDAQ: NVDA) will partner with Noetra Corp. to build the NVIDIA Vera Rubin AI factory in Japan, featuring 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs delivering 140 megawatts of data center capacity on the NVIDIA DSX platform with Spectrum-X Ethernet networking and BlueField DPUs.
Established by Noetra and supported by Japan’s Ministry of Economy, Trade and Industry (METI) and domestic AI and industry leaders, the factory will underpin Japan’s FRONTia Project to develop open multimodal foundation models for physical AI, enabling AI agents, digital twins, robotics and intelligent manufacturing. Pretrained model weights will be broadly shared with domestic developers, alongside software such as NVIDIA Nemotron, Cosmos, Isaac GR00T and NeMo, to accelerate deployment of physical AI across Japanese industries and support Japan’s AI robotics strategy toward 2040.
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AI-generated analysis. How Rhea-AI works. Not financial advice.
Positive
140MW AI factory capacity using NVIDIA DSX, Spectrum-X and BlueField DPUs
13,750 Vera CPUs and 27,500 Rubin GPUs dedicated to Japan’s national AI infrastructure
Computing backbone for Japan’s METI-led FRONTia Project in physical AI
Broad availability of Noetra multimodal model weights to domestic developers and enterprises
Supports trillion-parameter-scale training for frontier AI models as the factory expands
Set against a backdrop of low short positioning and recent net insider selling of 1,901,125 shares, this Japan-focused AI infrastructure partnership adds to NVIDIA’s AI narrative. Investors may watch whether future AI-tagged announcements continue the historically negative average reaction of about -1.2%.
Vera CPUs
13,750 units
NVIDIA Vera Rubin AI factory configuration
Rubin GPUs
27,500 units
NVIDIA Vera Rubin AI factory configuration
Data center capacity
140 megawatts
NVIDIA Vera Rubin AI factory power capacity
AI robotics market share goal
more than 30%
Japan’s AI Robotics Strategy by 2040
AI robotics market opportunity
$133 billion
Estimated global AI robotics market by 2040
Date
Event
Sentiment
24h Move
Catalyst
Jun 23
Positive
-4.1%
Introduced BioNeMo Agent Toolkit to enable domain-specific AI agents for life sciences.
Jun 22
Positive
-1.4%
Unveiled Vera Rubin rack-scale supercomputer platform for advanced AI and scientific workloads.
Jun 22
Positive
-1.4%
Announced 35 NVIDIA-powered AI supercomputers expanding research access across Europe.
Jun 22
Positive
-1.4%
Launched Halos for Robotics, a full-stack safety system for physical AI platforms.
Jun 11
Positive
+2.2%
KKR launched Helix Digital Infrastructure with NVIDIA as a founding investor for AI buildouts.
Pattern Detected
Recent AI-tagged announcements have frequently been followed by share price declines despite largely positive AI infrastructure and tools news.
multimodal foundation models
technical
“open multimodal foundation models to develop AI agents, digital twins”
Large AI systems trained on vast amounts of data to understand and generate multiple kinds of information—text, images, audio and video—so a single model can handle tasks that previously needed separate tools. Think of it as a digital multitool that can read a report, analyze a photo, summarize a call and generate content all at once; for investors, these models can enable new products, automate work, reduce costs and create competitive edges, while also bringing substantial compute, data and regulatory risks.
digital twins
technical
“to develop AI agents, digital twins, robotics and physical AI applications”
Digital twins are virtual replicas of physical objects, systems, or processes that simulate their real-world counterparts in real time. They allow users to monitor, analyze, and predict how the actual entity will behave under different conditions. For investors, digital twins can provide valuable insights into performance and potential risks, helping to make better-informed decisions.
physical AI
technical
“national physical AI”
Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.
ethernet networking
technical
“scaled with NVIDIA Spectrum-X Ethernet networking”
A wired system for connecting computers, servers and other devices so they can share data over a local network; it uses standardized cables and equipment to move digital information between points. For investors, ethernet networking matters because it determines how fast, reliable and scalable an organization’s internal and data-center communications are—like the difference between a two-lane road and a multi-lane highway for digital traffic, affecting productivity, costs and demand for related equipment and services.
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News Summary:
NVIDIA to partner with Noetra Corp. to build the NVIDIA Vera Rubin AI factory with 13,750 Vera CPUs and 27,500 Rubin GPUs to deliver 140 megawatts of data center capacity based on the NVIDIA DSX platform.The initiative, supported by Japan’s Ministry of Economy, Trade and Industry (METI), will provide the computing foundation for Japan’s FRONTia Project to strengthen the country’s ecosystem across manufacturing, logistics, healthcare and more.AI factory to create open multimodal foundation models to develop AI agents, digital twins, robotics and physical AI applications.
TOKYO, July 16, 2026 (GLOBE NEWSWIRE) — NVIDIA today announced it is working with Noetra Corp. to launch an NVIDIA Vera Rubin AI factory with 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs for national physical AI. Supported by Japan’s AI and industry leaders, the initiative marks the world’s first national AI infrastructure for physical AI, strengthening the country’s AI ecosystem across manufacturing, logistics, healthcare, telecommunications and more.
The new AI factory, established by Noetra, will be architected with NVIDIA Vera Rubin NVL72 racks using the NVIDIA DSX™ platform, connected and scaled with NVIDIA Spectrum-X™ Ethernet networking. It will enable the development of open multimodal foundation models that power AI agents, digital twins, robotics and other physical AI applications.
The NVIDIA Vera Rubin AI factory will provide the computing foundation for Japan’s FRONTia Project, which refers to the project titled, “Development of Multimodal Foundation Models with a View to AI Robotics and Physical AI,” launched by METI. The project brings together the country’s manufacturing expertise, real-world industrial data and global technology leaders to develop highly reliable multimodal foundation models for physical AI.
The pretrained weights of Noetra’s multimodal foundation models will be made broadly available to domestic model developers and enterprises alongside software such as NVIDIA Nemotron™, NVIDIA Cosmos™, NVIDIA Isaac™ GR00T open models, NVIDIA NeMo™ libraries and more. This will accelerate the development of agentic AI and physical AI applications.
“Japan invented modern manufacturing. Now, it is building the AI factories that will power the next industrial revolution,” said Jensen Huang, founder and CEO of NVIDIA. “NVIDIA is honored to partner with Japan and its industrial leaders to build the AI infrastructure that will power the country’s industries, its economy and a new generation of innovation.”
“Japan has launched the FRONTia Project, which will serve as the core of the country’s physical AI ecosystem,” said Ryosei Akazawa, Japan’s Minister of Economy, Trade and Industry. “By fostering collaboration between Japan and leading global innovators — including NVIDIA — and leveraging Japan’s strengths, such as its onsite expertise and manufacturing technology infrastructure, we will build highly reliable multimodal foundation models and contribute to solving global social challenges.”
“Bringing physical AI into the real world requires enormous computing, data and foundational technologies — challenges no single company can solve alone,” said Hironobu Tamba, CEO of Noetra. “Together with partners across Japan and around the world, Noetra will advance Japan-developed multimodal foundation models and accelerate the deployment of physical AI across Japanese industries by broadly sharing the results of our research.”
Built on the NVIDIA Vera Rubin DSX AI factory architecture, the AI factory will deliver 140 megawatts of data center capacity combined with the NVIDIA Spectrum-X Ethernet networking platform, NVIDIA BlueField® DPUs, and tightly codesigned silicon, systems and software to provide breakthrough AI performance, lower token costs and massive scale for frontier AI training.
NVIDIA DSX provides a reference design and platform for AI factories, helping infrastructure builders accelerate time to production, increase token throughput per megawatt and operate with greater reliability and efficiency.
Advancing Japan’s Physical AI Ambitions
Japan’s AI Robotics Strategy, released in March, sets a goal for the country to capture more than 30% of the global AI robotics market by 2040, representing an estimated $133 billion opportunity. To help achieve the goal, METI is advancing a multimodal foundation model program for robotics and physical AI as part of Japan’s broader industrial AI policy.
As the AI factory expands, it will support training trillion-parameter-scale AI models, giving organizations across Japan access to one of the world’s most advanced AI environments and laying the foundation for the next era of intelligent manufacturing and robotics.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Kristin Uchiyama
Corporate Communications
NVIDIA Corporation
press@nvidia.com
Certain statements in this press release including, but not limited to, statements as to: Japan building the AI factories that will power the next industrial revolution; NVIDIA to partner with Japan and its industrial leaders to build the AI infrastructure that will power the country’s industries, its economy and a new generation of innovation; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, BlueField, DSX, Nemotron, NVIDIA Cosmos, NVIDIA Isaac, NVIDIA NeMo and NVIDIA Spectrum-X are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/322eb6fb-fe24-4ea5-a123-2c076a6fa629
FAQ
What is the NVIDIA Vera Rubin AI factory announced for Japan by NVDA?
The NVIDIA Vera Rubin AI factory is a national-scale AI infrastructure in Japan built with 13,750 Vera CPUs and 27,500 Rubin GPUs. According to NVIDIA, it delivers 140MW of capacity to support physical AI, robotics, digital twins and multimodal foundation models under Japan’s FRONTia Project.
How many GPUs and CPUs will power Japan’s NVIDIA Vera Rubin AI factory (NVDA)?
According to NVIDIA, the Vera Rubin AI factory will use 13,750 NVIDIA Vera CPUs and 27,500 NVIDIA Rubin GPUs. This large-scale configuration is designed to provide 140MW of data center capacity for national AI workloads in manufacturing, logistics, healthcare, telecommunications and more.
What role does NVIDIA play in Japan’s METI FRONTia Project and AI robotics strategy (NVDA)?
NVIDIA provides the DSX-based Vera Rubin AI factory architecture, GPUs, CPUs and software to power Japan’s FRONTia Project. According to NVIDIA, this infrastructure supports multimodal foundation models for physical AI, aligning with Japan’s AI robotics strategy to grow its global robotics market share by 2040.
How will the NVIDIA–Noetra AI factory benefit Japanese industries and NVDA stakeholders?
The AI factory will offer national-scale computing for AI agents, digital twins, and robotics across Japanese industries. According to NVIDIA, Noetra’s pretrained multimodal model weights and NVIDIA software stacks will be broadly shared domestically, potentially accelerating AI adoption in manufacturing, logistics, healthcare and telecom.
What technologies underpin the NVIDIA Vera Rubin AI factory in Japan (NVDA)?
According to NVIDIA, the factory is built on the NVIDIA DSX AI factory architecture with Vera Rubin NVL72 racks, Spectrum-X Ethernet networking and BlueField DPUs. This tightly codesigned stack aims to deliver high AI performance, improved token cost efficiency and massive scale for frontier model training.
Will Japan’s NVIDIA Vera Rubin AI factory support trillion-parameter AI models for NVDA partners?
Yes. NVIDIA states that as the Vera Rubin AI factory expands, it will support training trillion-parameter-scale AI models. This capability is intended to give organizations across Japan access to advanced AI environments for intelligent manufacturing, robotics and broader physical AI applications.