“日本の勝ち筋”…？フィジカルAIって何　人手不足の問題解消なるか【スーパーJチャンネル】(2026年7月16日)

A robot shaped like an arm may solve the labor shortage. The keyword is "Physical AI (Artificial Intelligence)." ■ "Japan's Winning Strategy": Physical AI The camera entered a Tokyo-based company founded 15 years ago. This company develops Japan's "cutting-edge technology." The agile robot… Mujin CEO Kazuyuki Takino "This robot thinks for itself about 'what order to stack things in to ensure stability.'" That's right, it's not operated by a human. Mujin CEO Kazuyuki Takino "Robots equipped with Physical AI are becoming a 'hot topic' right now." Jensen Huang, CEO of the American semiconductor giant Nvidia, who is currently visiting Japan, also… Nvidia CEO Jensen Huang "The era of fusion between Japan's amazing technology and Physical AI is about to arrive. This is a tremendous opportunity." Physical AI, as the name suggests, is "artificial intelligence" that possesses a "body." This technology uses artificial intelligence to perceive the real world through sensors and cameras, and then autonomously makes decisions and acts, often accompanied by a physical body such as a robot. A simple example is the rapidly evolving "humanoid robot"… A robot with arms that uses sensors to recognize the location of packages and sort them is also physical AI. Recently, serving robots commonly seen in restaurants use sensors to avoid obstacles and deliver food to customers' tables; some of these are also physical AI. And "autonomous driving," where an artificial intelligence installed in a vehicle uses sensors to perceive its surroundings and drive accordingly, is also physical AI. Mujin CEO Kazuyuki Takino: "(Q. What is 'physical AI'?) Sensors attached to a machine confirm the 'real world,' and perform tasks or assist people based on the data." According to the government, the global market for physical AI is expected to grow exponentially, reaching approximately 55 trillion yen by 2040. Japan also aims to ride this winning wave. AI Investment Coverage by Economics Department Reporter, Akihide Hirayama "The government's growth strategy projects a cumulative total of over 370 trillion yen in public-private investment by 2040, with 10.5 trillion yen of that expected to be invested in physical AI, a key area of ​​focus. Currently, the US and China are leading in this field, with Japan's share remaining at around 10%. The government aims to become a third force alongside the US and China, aiming to capture a 20 trillion yen market with a global share of over 30%." ■Expectations Due to Labor Shortages and Market Expansion Companies are expressing expectations for government investment… Mujin CEO, Kazuyuki Takino "Each leading company (in the world) is backed by its government, engaging in a battle between nations. We have high expectations that Japan can compete on a global scale." On the other hand, Japan has its own reasons for needing to spread physical AI in the first place. Reporter Akihide Hirayama, Economics Department, on AI Investment "The government aims to improve efficiency and safety in the workplace by actively introducing physical AI. On the other hand, Japan is currently facing a labor shortage due to an aging population and a declining birthrate, and there is also the aspect that it has no choice but to rely on physical AI that can work alongside employees. In the process of expanding the market for physical AI, which is already lagging behind the rest of the world, it is essential to thoroughly examine the process so that taxpayers' money is not wasted." [TV Asahi NEWS] https://news.tv-asahi.co.jp