Industry Briefing
A single destination for timely, editor-curated robotics news from around the world.
New US Photonics Design Platform Accelerates 1.6T Chip Development for Data Centers
Researchers in the United States have introduced a novel photonics design platform aimed at expediting the creation of high-performance chips for data centers. OpenLight, a semiconductor company based in California, and Israeli chipmaker Tower Semiconductor have enhanced their PH18DA photonics ecosystem by launching OpenLight’s photonic Process Design Kit (PDK), now accessible through Cadence’s electronic design automation tools. This open-platform design kit offers engineers a comprehensive library of components for developing custom Photonic Application-Specific Integrated Circuits (PASICs) and simplifies the process of creating photonic integrated circuits (PICs). The technology supports 400G and 1.6T photonic circuits, potentially streamlining the transition from design to production on the PH18D platform, according to OpenLight CEO Adam Carter. The integration of this PDK into Cadence tools is expected to facilitate the design of photonic integrated circuits alongside conventional integrated circuits. The collaboration aims to enhance the development of advanced optical systems, with a focus on improving performance, power efficiency, and scalability for next-generation optics solutions. No further timeline was disclosed at the time of publication.
AI and Robotics
Dai Weijin Discusses Collaborative Efficiency as Key to Robot Chip Development
Dai Weijin, Chief Strategy Officer of Chipone Technology, highlighted the critical issue of collaborative efficiency in robot chip development. While the industry focuses on TOPS performance metrics, he emphasized that the real challenge lies in ensuring system efficiency aligns with computational power. He pointed out that while automotive chips may have excess computational capacity, robots require low-latency perception capabilities that are currently insufficient. Dai noted that reusing automotive chips was a necessary early choice for the industry, but the fundamental logic differs between automotive and robotics. Robots demand precise interactions in complex environments, which cannot be achieved by simply repurposing automotive technology. He explained that robot chips typically utilize a layered computing architecture, where the 'brain' handles decision-making and planning, while the 'small brain' manages perception and real-time control. Looking ahead, Dai believes that industrial applications, particularly in logistics and material handling, will lead the way in adopting these technologies. Chipone's strategy focuses on scalable architecture and providing clients with the most suitable configurations to quickly develop their products, emphasizing that collaborative efficiency is the true competitive advantage in the market.
Robot Chips Collaborative Efficiency Layered Computing Industrial Automation
Japan Allocates $2.4 Billion for AI Development with NVIDIA Chip Acquisition
On July 16, Japan's Ministry of Economy, Trade and Industry announced a significant investment of 387.3 billion yen (approximately $2.4 billion) to support the AI company Noetra. This funding will be used to procure around 27,500 NVIDIA Rubin GPUs for the establishment of a national AI data center, marking one of the largest single-country chip procurements globally. This initiative is crucial as Japan aims to address its declining population and severe labor shortages. The government has set a clear target to capture over 30% of the global 60 trillion yen robotics market by 2040. Noetra, which was established in January 2026 and includes major companies like Sony, SoftBank, NEC, and Honda, aims to develop advanced multimodal AI models capable of understanding Japanese language and recognizing various forms of media. Looking ahead, Noetra plans to release its first general-purpose AI model by March 2027, followed by continuous iterations and specialized models for robotics applications. The deployment of the Rubin chips in a large data center in Sakai, Osaka, is scheduled for June 2028, positioning Japan to lead in the next era of AI and robotics integration.
AI Technology Robotics NVIDIA Chips Data Centers
Japan Plans Acquisition of 27,500 Nvidia Rubin Chips for Domestic AI Robotics Development
Japan is set to purchase 27,500 next-generation Rubin chips from Nvidia Corp. to develop a foundational AI model tailored for robotics. This initiative aims to enhance Japan's capabilities in creating sovereign AI systems that can be integrated into various robotic applications. The acquisition of these chips is significant as it represents Japan's commitment to advancing its technological independence in the field of artificial intelligence. By building a homegrown AI model, Japan seeks to strengthen its position in the global robotics market and reduce reliance on foreign technologies. Looking ahead, the focus will be on how effectively Japan can leverage these Rubin chips to create a robust AI framework for robots. No further timeline was disclosed at the time of publication.
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