TB JAPAN TAG Nvidia partners with Fanuc to build robots that actually listen

And to avoid boredom.

Today's Tenbagger Japan Day continues directly with the next Hidden Champion.

@EpsEra ( Helper Robotic )

@PikaPika0105 ( Helfer Japan Shares )

My dears, Fanuc is also still on my watch. And may soon find its way into my portfolio. My nose is already itching 🙈

FANUC shares are going through the roof this week after a collaboration with NVIDIA was announced. This involves the development of AI-controlled factory robots that can understand spoken commands and work safely with humans.

FANUC (short for Fuji Automatic Numerical Control) is one of the world's leading providers of automation solutions for factories and industrial robots. As Nikkei Asia reports, robot manufacturer FANUC wants to work with NVIDIA to develop intelligent factory robots that can respond to voice commands. This is the Japanese company's first foray into the field of "physical AI".

Robots with voice control and real-time response

The new systems will use NVIDIA technology to process real-time data, understand voice commands and operate safely in close proximity to humans. The aim is to avoid collisions and enable use in more flexible production environments. Training will initially take place in an NVIDIA virtual factory.

The robots support ROS 2, an open source platform that facilitates development and integration. They are controlled via Python, a programming language widely used in AI.

Change of strategy at FANUC

FANUC currently holds around 20% of the market share for industrial robots and has delivered over one million units. The entry into physical AI marks a new phase in the company's strategy. Unlike traditional systems, which require detailed programming, the new robots could be more flexible and easier to use.

A shortage of skilled workers and costly installation and maintenance were previously seen as barriers to wider application. According to the International Federation of Robotics, around 4.66 million industrial robots were in use worldwide in 2024, with up to 550,000 deliveries per year. AI-based systems could significantly accelerate this development.

Share has shot clear

@TomTurboInvest

Since 2018, the share has been in a major consolidation movement that has been moving sideways overall. At the end of October, the stock broke out above the downward trend line and the interim highs since 2024, giving a comprehensive buy signal. After a perfect pullback, the share is now taking off and reaching the 2021 high.

Consolidation is still possible in this area, but a direct breakout with a march through to the all-time high from 2018 at JPY 6,690 would also be conceivable. Corrections would be possible there again, but a sustained rise to new record highs would open up great rally potential up to JPY 8,000 and later JPY 10,000.

Setbacks are now finding support at JPY 5,280 - 5,340, deep pullbacks to JPY 4,580 - 4,620 would currently only be alternative scenarios. However, interesting anti-cyclical opportunities could arise there. Only below JPY 4,350 would the scenario of a major rally start be invalid again.

Conclusion: The FANUC share has achieved a major technical breakout. The future topic of robotics paired with AI awakens fantasies, and the name NVIDIA acts as an accelerant here. Setbacks - if they occur - could offer entry opportunities from now on

https://stock3.com/news/fanuc-nvidia-partnerschaft-befluegelt-japanischen-robotik-riesen-16829138

PikaPika0105@PikaPika0105

1Semana

Funnily enough, the announcement from Fanuc and NVIDIA came on the same day as SoftBank and Yaskawa, who are planning exactly the same thing.

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@PikaPika0105 achso just saw your other post haha

Tenbagger2024@Tenbagger2024

@PikaPika0105
My dear, I made a Japan Day especially for you today

Elsa E.@EpsEra

Very exciting deal, and in my eyes it's a smart move for both sides. FANUC immediately gains more visibility and technological weight through NVIDIA's entry. Especially at a time when Japan's economy is struggling with a weak yen and the well-known carry trade pressure, a global tech partner like this is worth its weight in gold. This provides FANUC with stability and puts them in a stronger position when it comes to international orders and standards.

For NVIDIA, the whole thing is even more strategically interesting. Its GPU monopoly is increasingly under attack from Alphabet's TPUs and other specialty solutions. However, NVIDIA is not reacting in panic, but is systematically building up new footholds. The entry into FANUC is just such a move: they are anchoring themselves more deeply in industrial automation and real production, far away from the pure data center business.

Robotics will grow massively over the next few years, and FANUC is one of the most important players in this sector. This gives NVIDIA access to data, applications and hardware pipelines that will later strengthen its AI models and software platforms. Robotic manufacturing will become smarter, more adaptive and more autonomous when FANUC works with NVIDIA technology. And that's where the next moat is emerging.

@EpsEra
My dear,
Thank you and I fully agree with you.
And can see absolutely no bubble in Nvidia.
Also through the partnership with Siemens, Nvidia shows that they are a big player everywhere.
Welcome to the industrial AI age

TB JAPAN TAG 🇯🇵 Nvidia partners with Fanuc to build robots that actually listen.