Physical AI News (Japan)

Physical AI, robotics and compute — reported from Japan.

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Axtimes forecasts physical AI market will reach ¥189 trillion by 2040

Axtimes Inc. has forecast that the physical AI market will grow to ¥189 trillion by 2040.

What happened

On July 21, 2026, Axtimes Inc. released a research report covering physical AI technology, markets and policy. The company estimates that the global physical AI market will grow from ¥2.181 trillion in 2025 to ¥189 trillion by 2040.

Why it matters

The report divides physical AI into a foundational market and major hardware markets, and presents their sizes for 2025 and 2040 using the same assumptions. This makes it easier for people considering adoption in manufacturing and logistics to compare which technology areas to focus on.

Sources

Translated from the Japanese original: /news/akkusutaimuzu-fijikaru-ai-shijou-no-chousahoukoku-kaki-wo-ha-e3d072. The Japanese version is authoritative if they differ.