Harmonic Drive Systems, Kikuchi Seisakusho and other robotics stocks surge on Nvidia's accelerating AI robotics strategy

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Thu Apr 16, 2026 1:21 pm JST Catalyst

Harmonic Drive Systems Inc. <6324> surged as much as 425 yen to 4,775 yen, while Fanuc Corp. <6954>, Hirata Corp. <6258>, Kikuchi Seisakusho Co., Ltd. <3444> and other robotics stocks drew strong buying.

The jump follows reports the previous day that U.S.-based Nvidia and chip design firm Cadence Design Systems partnered to develop AI for robotics. The companies plan to cooperate across the robotics system sector, drawing significant market attention. Nvidia CEO Jensen Huang has long viewed the AI-robotics convergence as a critical milestone in the next AI revolution. Given his emphasis on Japan as a key player in this shift, "physical AI" has emerged as a prominent investment theme in Tokyo. Harmonic Drive Systems, a precision control reducer manufacturer, specializes in mechatronics technology combining actuators and other components. Its compact, high-precision reducers align with Nvidia's vision for the physical AI revolution.

Source: MINKABU PRESS

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