Physical AI Bets: Yaskawa's 120 Billion Yen, FANUC's Open Stack, Mujin's 36.4 Billion
Yaskawa's June 2026 plan puts 120 billion yen into Physical AI. FANUC published a ROS 2 driver on GitHub and partnered with both NVIDIA and Google. Mujin raised 36.4 billion. Japan still owns 35% of an industrial robot's cost through precision reducers, but the killer app hasn't shown up.