Nvidia Deepens Japan Ties With Mitsubishi Heavy And Toyota — While China Access Remains A Separate Story

• Meanwhile, Mitsubishi Heavy Industries also announced that it is expanding its collaboration with Nvidia to support the buildout of next-generation AI factories and high-density data centers.
• Nvidia also announced late Wednesday that it is broadening its long-standing partnership with Toyota Motor Corp. to deploy AI technologies across smart cities, traffic management systems, and manufacturing facilities. 
• On Stocktwits, retail sentiment around NVDA stock slipped from ‘extremely bullish’ to ‘bullish’ over 24 hours, while message volume remained ‘high.’

Nvidia Corp. (NVDA) is gaining traction in Japan amid growing AI demand, the company said. The chipmaker announced on Wednesday that leading Japanese enterprises, startups and research institutions are building industry-specialized AI models and applications with its Nemotron open models, data and libraries. 

This is to speed up the development of AI tailored to the Japanese language and the country’s local industries and workforce. 

“Every nation and every company should own and control its intelligence infrastructure. Open models make that possible,” CEO Jensen Huang said in a statement.  “Together with Japan’s AI leaders, we are advancing an open AI ecosystem that accelerates discovery, strengthens national capability and ensures every society can participate in — and benefit from — the AI revolution.”

The news comes even as the U.S. has restricted access to Nvidia’s technology in China amid rising competition and security concerns. Nvidia’s top-tier H200 chips and high-end graphics card, the RTX 5090D V2, are banned from export to China, although the U.S. permits it to ship some less advanced models, such as Blackwell chips. 

Mitsubishi Heavy Announces Collaboration Over AI Factory Infrastructure

Meanwhile, Japan’s leading engineering, electrical equipment, and electronics company, Mitsubishi Heavy Industries (MHI), also announced it is expanding its collaboration with Nvidia to support the buildout of AI factories and high-density data centers. The Tokyo-based company is developing cooling and power infrastructure technologies designed to complement Nvidia DSX, the chipmaker’s AI factory-scale platform that integrates design, simulation, and operations for large-scale AI deployments.

MHI said the partnership will help with delivering integrated power and cooling solutions for AI infrastructure, including its modular cooling systems and advanced power technologies such as 800VDC architecture. 

"AI factories require compute, power, and cooling to be designed as one system. Nvidia DSX provides the platform for that system-level approach. MHI's work in large-scale cooling and 800 VDC power infrastructure can help ecosystem partners build more scalable and energy-efficient AI factories," Vladimir Troy, Vice President of AI infrastructure at Nvidia, said.

Nvidia Expands Toyota Partnership For Smart Cities And Factories

Nvidia also announced late Wednesday that it is broadening its long-standing partnership with Toyota Motor Corp. to deploy AI technologies across smart cities, traffic management systems, and manufacturing facilities. 

The collaboration will extend beyond autonomous vehicles, with Toyota integrating Nvidia’s AI platforms into Woven City, its experimental smart-city project in Japan. The automaker will also use Nvidia’s Omniverse, Isaac robotics platform, and Nemotron large language models to accelerate automotive software development and improve factory efficiency. 

“Physical AI will bring intelligence to every moving machine from cars, robots and trucks to the cities and factories they operate in,” Rishi Dhall, vice president of automotive at Nvidia, said in a statement. 

“Together, Toyota and NVIDIA are building the AI infrastructure for a new era of mobility, where vehicles can become more autonomous, manufacturing more AI-defined and urban environments more intelligent, responsive and safe,” Dhall added. 

NVDA Stock: Retail Stance

On Stocktwits, retail sentiment around NVDA stock slipped from ‘extremely bullish’ to ‘bullish’ over 24 hours, while message volume remained ‘high.’

NVDA stock is up about 12.5% so far this year. 

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