"Robotics" ranks 15th as AI implementation ushers in era of human-robot coexistence

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Tue Apr 21, 2026 12:21 pm JST Feature

★Top 10 Popular Themes

1. Data Centers

2. Physical AI

3. Semiconductors

4. Semiconductor Manufacturing Equipment

5. Artificial Intelligence

6. SaaS

7. Space Development

8. Storage Batteries

9. Recycling

10. JPX-Nikkei 400

In the "Popular Theme Rankings" compiled by Minkabu and Kabutan, "Robotics" ranked 15th.

On April 19, the "2nd Humanoid Robot Half Marathon" was held in Beijing under the theme of "human-robot coexistence." This unique event drew global interest as thousands of citizens ran alongside robots. The winning robot completed the race in 50 minutes and 26 seconds, breaking the previous human world record of 57 minutes and 20 seconds by nearly 7 minutes. Big Tech firms agree that the fusion of AI and robotics represents the next stage of the AI revolution. Notably, NVIDIA CEO Jensen Huang has promoted the concept of Physical AI?the integration of robotics and autonomous driving with AI?and in December, established a strategic partnership with FANUC CORPORATION <6954> in this field.

In Japan, SoftBank Group Corp. <9984> Chairman and President Masayoshi Son identifies Physical AI as the priority investment target. The strategy involves SoftBank Group operating as an infrastructure player alongside leaders like NVIDIA. On April 12, SoftBank Corp. <9434>, NEC Corporation <6701>, HONDA MOTOR CO., LTD. <7267>, and SONY GROUP CORPORATION <6758> reportedly established a new company to develop domestic AI. As a major industrial robotics nation, Japan is positioned to lead global value creation by linking AI and robotics through its advanced technological capabilities.

Related stocks are also gaining momentum in the equity market. Among large-cap leaders, FANUC, YASKAWA Electric Corporation <6506>, Harmonic Drive Systems Inc. <6324>, and Nabtesco Corporation <6268> are notable. In addition, small- to mid-cap stocks such as KIKUCHI SEISAKUSHO CO.,LTD. <3444> are seeing increased retail interest as the scope of investment targets expands.

Source: MINKABU PRESS

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