Jensen Huang Just Signed AI Factory Deals Across Japan's Biggest Manufacturers. What That Means for Nvidia's Growth.

Nvidia has partnered with Japan's Noetra, a 44-company industrial consortium, to power AI on factory floors. The Japanese government is investing $6.1 billion in AI manufacturing subsidies with Nvidia as the compute backbone. While this could generate billions in revenue over time, it represents a small portion of Nvidia's overall business, which generated $253 billion in revenue over the last 12 months.