This move fundamentally changes the balance of power on the macroeconomic map. Tokyo is elevating the provision of computing power from a B2B service to the rank of basic state infrastructure (on par with power grids and roads). Instead of renting servers from American hyperscalers, Japan is building a sovereign loop. The main focus of the infrastructure is to support Physical AI. The state will provide national factories with guaranteed and secure access to tensor computing, protecting critical industrial data from leaking to foreign data centers.
Source: NVIDIA / METI / Noetra
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