Physical AI ranks sixth as SoftBank and partners reportedly set up domestic AI venture

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Wed Apr 15, 2026 12:21 pm JST Feature

★Popular Themes Best 10

1. Data Centers

2. Semiconductors

3. Semiconductor Manufacturing Equipment

4. Space Development

5. Storage Batteries

6. Physical AI

7. TOPIX Core 30

8. Defense

9. JPX-Nikkei 400

10. Perovskite Solar Cells

"Physical AI" ranked sixth in the popular theme rankings compiled by Minkabu and Kabutan.

The Yomiuri Shimbun reported on April 12 that SoftBank Group Corp. <9984>, NEC Corporation <6701>, Honda Motor Co., Ltd. <7267>, and Sony Group Corporation <6758> have established a new company to develop domestic artificial intelligence. According to the report, the new entity is named Japan AI Foundation Model Development. SoftBank and NEC will develop AI foundation models for applications in automobiles, robotics, gaming, and semiconductors. In addition to the four founding companies, investors include Japan's three megabanks and Nippon Steel Corporation <5401>.

The news was widely covered by multiple media outlets over the weekend, drawing significant attention. The initiative is seen as an effort to develop Japan's own large-scale AI and accelerate progress in the physical AI domain by leveraging the nation's manufacturing expertise. Related stocks have attracted retail investor interest, and market attention remains high.

Major stocks overlap significantly with robotics-related shares. Core players include FANUC CORPORATION <6954>, YASKAWA Electric Corporation <6506>, Hitachi, Ltd. <6501>, Kawasaki Heavy Industries, Ltd. <7012>, and NACHI-FUJIKOSHI CORP. <6474>, as well as component manufacturers Harmonic Drive Systems Inc. <6324> and Nabtesco Corporation <6268>. Among small and mid-cap stocks, KIKUCHI SEISAKUSHO CO., LTD. <3444>, CYBERDYNE, INC. <7779>, and HEPHAIST Co., Ltd. <6433> are notable.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.