Generative AI

Microsoft announced a $10 billion investment in Japan over 2026–2029. An engineer’s breakdown of the ‘Sovereign AI’ strategy behind the announcement, why Sakura Internet’s stock jumped 20%, and what ‘1 million people trained’ actually means.

At GTC 2026 in March 2026, NVIDIA declared a turning point for Physical AI. An engineer’s complete breakdown of GR00T N1.7, Cosmos 3, Isaac Lab 3.0, and Jetson T4000 (Blackwell) — plus why FANUC and YASKAWA adopting these platforms signals the shift from demo to production.