Fanuc reaches physical AI cooperation with Google, stock price soars by 16%

老虎证券2026/05/14 00:43

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Nomura Securities analyst Kentaro Maekawa stated in a research report that this cooperation is expected to boost sales of FANUC robots. The institution has raised its profit forecast for FANUC, mainly adjusting upward the estimates for the robotics business segment. According to statistical data, the robotics business accounts for approximately 44% of FANUC's total revenue.

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Microsoft plans to deploy the next-generation Maia 300 chips at gigawatt scale next year, with each megawatt producing 40% more tokens compared to mainstream GPU systems. Microsoft will prioritize using its own chips to support internal AI services, rather than renting out computing power, aiming to reduce reliance on Nvidia GPUs, lower inference costs, and improve AI business profit margins.

华尔街见闻•2026/10/12 13:56