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#AI

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All141 stories tagged #AI

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Business & Finance

NTT's Final Form: Is Japan's Telecom Giant Redesigning Itself, or Building a Monster?

What is NTT, one of Japan's largest telecom conglomerates, really building behind a decade of re-consolidation and its coming split of Docomo? We lay out the facts, then predict the 'final form' that emerges and the backbone it plans to earn from, comparing it with AT&T's failed media bet, SoftBank's reinvention, and India's Reliance playbook to find the real key to whether it works.

Tech & Science

Hollow-Core Fiber: Japan's Demo Aims to Run AI-Era Networks on a Tenth of the Power

Light travels faster through air than glass. By hollowing out the core, OKI, Lightera and Keio University demonstrated a world-first wideband single-fiber bidirectional link. Commercialized, it could cut network power by up to 90 percent. We unpack the race, where Microsoft is already in via its Lumenisity buy, as AI devours electricity.

Tech & Science

Physical AI: Kawasaki Opens a Silicon Valley Hub with NVIDIA, Microsoft and Fujitsu

Kawasaki Heavy Industries—maker of jets, bullet trains and motorcycles—has opened a physical AI development hub in Silicon Valley, teaming up with NVIDIA, Analog Devices, Microsoft and Fujitsu. We unpack why a 130-year-old industrial giant is betting on AI that acts in the real world, and where Japan stands in the US-China robotics race.

News, Society & Economy

OpenAI to Offer 'GPT-5.5 Cyber' to Japanese Government: Why Nakasone Flew to Tokyo, and What It Means for the Anthropic 'Mythos' Race

OpenAI is moving to offer its newest cyber-focused AI model, GPT-5.5 Cyber, to the Japanese government and industry. Former NSA Director Paul Nakasone, now an OpenAI board member, flew to Tokyo to pitch critical-infrastructure cooperation. We unpack the contrast with Anthropic's tightly controlled Claude Mythos, the China-threat framing, and what it means that OpenAI wants Japan as its first international partner.

Tech & Science

Capcom's AI Pitch to Wary Gamers: 'We Don't Use AI to Make Art' — Inside the 30,000 Monthly Hours of Automated Testing on Monster Hunter

Two key Capcom executives explained their AI strategy to 4Gamer: 3,000 hours of QA collapsed to 72 hours by AI, 30,000+ hours of monthly autonomous playtesting, and a three-layer architecture combining Google's Gemini with Capcom's own art-director models. As the DLSS 5 backlash and ResetEra debates continue, here's why Capcom insists AI is for 'releasing creator potential', not making art.

Business & Finance

Toshiba's $12 Billion Net Profit Record: How a Kioxia Stake Sale Capped Two Years of Private-Equity Rebuilding

Toshiba reported record net profit of 1.9673 trillion yen (about $12.5 billion) for fiscal 2025, a sevenfold jump driven by gains from selling its stake in Kioxia and a structural surge in transmission and HDD demand from AI data centers. Nearly two years after the JIP-led privatization, what has Japan's biggest private-equity restructuring actually changed? We compare it with Blackstone's Hilton success and the cautionary tale of Toys R Us.

News, Society & Economy

Anthropic Weighs Joining Japan's Cyber Defense Coalition: How Tokyo's 'Middle Path' on AI Rules Diverges From EU and US

Anthropic's Head of Global Affairs Michael Sellitto arrived in Tokyo May 15 and confirmed the company is weighing participation in the cyber defense corporate alliance proposed by Japan's ruling LDP. Modeled on US Project Glasswing, the framework will test Japan's distinctive 'middle path' — an AI Promotion Law with no penalties, sitting between the EU AI Act's hard regulation and the deregulatory turn under the Trump administration.

Business & Finance

Kioxia's 48x Quarterly Profit Forecast: How Japan's NAND Maker Became AI's Biggest Beneficiary

Kioxia forecast a 48-fold jump in Q1 net profit to 869 billion yen ($5.5 billion), making the Japanese NAND maker Japan's single-largest AI beneficiary on a quarterly basis after Toyota. We unpack the US ADS listing plan, the supercycle reshaping NAND prices, the HBM gap with Samsung and SK Hynix, and what it all means for Japan's broader semiconductor revival.

Business & Finance

Saudi Pipeline Patrol: Japan's Terra Drone Lands $2.6M Aramco-Region Deal, Squares Off with Skydio and DJI

Terra Drone, ranked #1 globally among industrial drone service companies, has solo-won a roughly $2.6M contract for pipeline security surveillance in eastern Saudi Arabia. We unpack how Japan's drone champion is pivoting from inspection into AI-driven security patrols—and how it's threading the needle between Skydio's NDAA-compliant U.S. push and DJI's collapsing U.S. market share.

News, Society & Economy

Japan Aims to Double Research Funding: PM Takaichi's 'New Technological Nation' Vision

PM Sanae Takaichi pledges to effectively double research funding and build a 'new technological nation,' targeting AI, semiconductors, and quantum to compete with the US, China, and Korea. We examine the reality behind the plan—Japan's 3.44% R&D-to-GDP ratio, declining PhD numbers—and whether the strategy can work.