Jensen Huang’s Tokyo visit this week included a ¥1 trillion ($6.1 billion) national AI infrastructure commitment and red bean buns handed to a crowd outside a Kanda izakaya. The headline deal, announced on Thursday, is a partnership between Nvidia, NEC, and the Noetra consortium to build what they call the world’s first national AI infrastructure for robotics. Noetra, formed by SoftBank, NEC, Sony, and Honda, has drawn investment from 44 additional companies. The factory will use 382 Vera Rubin NVL72 racks, housing approximately 27,500 Nvidia Rubin GPUs and 13,750 Vera CPUs connected via Spectrum-X Ethernet, delivering 140 megawatts of data centre capacity. Construction begins in April 2027, with operations expected in June 2028. Funding flows from Japan’s FRONTia programme; Noetra and AIST won a NEDO tender on 30 June, securing ¥387.3 billion (roughly $2.4 billion) in first-year funding and up to ¥1 trillion (roughly $6.1 billion) over fiscal 2026 to 2030. Japan’s AI Robotics Strategy, released in March, targets more than 30% of the global AI robotics market by 2040, estimated at $133 billion. Noetra’s roadmap includes Japanese-language understanding first, then text, image, video, and audio capabilities in 2028, and ‘