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COMPANIES · ROBOTICS & PHYSICAL AI

Yaskawa Electric

A Japanese motion control and robotics company. It makes servo motors and drives, and builds the MOTOMAN family of industrial robot arms used in welding, painting, assembly and semiconductor handling.

EnablerRobotics & physical AI

C129 · Public · Publicly traded (ticker not shown yet) · Profile evidence reviewed

What it does

A Japanese motion control and robotics company. It makes servo motors and drives, and builds the MOTOMAN family of industrial robot arms used in welding, painting, assembly and semiconductor handling.

Why it matters

Yaskawa is one of the clearest bridges between traditional factory automation and physical AI: its MOTOMAN NEXT line runs Google DeepMind's Gemini Robotics embodied reasoning model so an operator can give a robot a plain-language instruction instead of a program. That is a real change in how an industrial arm is used, on hardware that already ships in volume.

How it makes money

Manufacturers and machine builders buy its robots, servo motors, drives and control systems.

Geography

Japan

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Competitors
FANUC

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

Yaskawa Electric runs AI models from Google DeepMind
Uses technology fromCurrent
Yaskawa said its MOTOMAN NEXT AI robot runs Google DeepMind's Gemini Robotics ER 1.6 model, letting an operator give an instruction such as asking the robot to sort parts and have it plan and carry out the task.

Source: 2026-07-15 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Yaskawa's own release. It does not establish how many MOTOMAN NEXT units ship with the model, what Yaskawa pays Google, whether the arrangement is exclusive, or that customers are running it in production.

MOTOMAN NEXT AI Robot's Agentic Robot System Powered by Gemini Robotics ↗
NVIDIA partners with Yaskawa Electric
Partners withCurrent
NVIDIA said YASKAWA is integrating NVIDIA Omniverse libraries and Isaac simulation frameworks into its virtual commissioning solutions.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish the commercial terms, which Yaskawa products are affected, or that any customer is running the integrated tooling in production.

NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗

Comparisons (1)

FANUC competes with Yaskawa Electric
Competes withComparison only
The Robot Report grouped FANUC and Yaskawa, together with ABB Robotics and KUKA, as four industrial automation leaders integrating the same NVIDIA simulation tooling into their virtual commissioning products.

Source: 2026-03-18 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Being grouped by a trade publication establishes that the two sell into the same market, not their relative share, pricing or where they win against each other. The source does not describe any direct competition for a named customer.

NVIDIA works with global robotics leaders to make physical AI a reality ↗
Evidence for this profile

MOTOMAN NEXT AI Robot's Agentic Robot System Powered by Gemini Robotics ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .