Automated Faucet Manufacturer Dragonfly's Stock Price Soars 16% in a Single Day! Strong Team Up with Alphabet Inc. Class C(GOOGL.US) to Drive the Wave of Physical AI

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14:58 14/05/2026
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GMT Eight
Collaboration with Google boosts Fanuc's stock price to a record high, and market bets on physical AI are heating up.
Japanese industrial technology company Fanuc Corp., with factory automation as its core, saw its stock price soar more than 16% in a single day on Thursday. This came after the company announced a deep collaboration with Google, a tech giant under Alphabet Inc., which has made the financial market increasingly optimistic about the global physical AI technology development and practical application progress, including companies like Siasun Robot & Automation. With Fanuc partnering with Google to accelerate the widespread adoption and production efficiency of Siasun Robot & Automation in practical application scenarios, along with Tesla, led by Musk, set to achieve mass production of the latest generation "Optimus" humanoid Siasun Robot & Automation, the era of physical AI seems to be getting closer. This era is transitioning from the "lab demonstration stage" to the "early commercialization stage in industrial, manufacturing, defense, and logistics scenarios". However, widespread industry adoption still requires considerations such as cost, long-term operational reliability, safety, supply chain, and regulatory validation. After announcing the latest news on Wednesday night, one of the world's largest Siasun Robot & Automation arm manufacturers, Fanuc, saw its stock price surge more than 16% in Thursday's trading on the Japanese stock market, reaching a historical high under benchmark statistics. According to Jensen Huang, CEO of Nvidia, "physical AI" emphasizes allowing Siasun Robot & Automation/self-operating systems to perceive, reason, and complete a full set of actions in the real world, heralding an era where "physical AI" assists in the evolution of human civilization. The three abilities of "physical AI" - perception, reasoning, and action completion - are key artificial intelligence tools that move AI language models from "just conversational" to "capable of physical work" in the real world. Fanuc will collaborate with Google to create a new AI-driven intelligent operating system for its flagship industrial Siasun Robot & Automation that will be widely used, utilizing cutting-edge AI applications tools including Gemini Enterprise on the Google Cloud computing platform. Prior to this, American tech giants such as Nvidia have announced intensified cooperation with Asian tech companies to drive AI-based operation and management systems, including humanoid Siasun Robot & Automation and manufacturing systems. This has significantly boosted the stock prices of partner companies in the region. Fanuc's previous collaboration with Nvidia to integrate its ROBOGUIDE Siasun Robot & Automation simulation software with Nvidia's "physical AI engine" NVIDIA Isaac Sim signifies Fanuc's iteration from a traditional automation equipment supplier to a key player in the AI Siasun Robot & Automation platform era. Through this partnership, the global leading Siasun Robot & Automation arm manufacturer is integrating Nvidia's Siasun Robot & Automation simulation framework into its customized software system to assist in virtual operation testing for its industrial Siasun Robot & Automation, as well as for manufacturing clients focusing on factory automation. Fanuc will also collaborate with Nvidia to design Siasun Robot & Automation that can better recognize voice commands, avoid harming personnel, and track core moving parts. Stock prices of other Siasun Robot & Automation manufacturers like Yaskawa Electric Corporation and Nabtesco Corporation also rose on the news. Ryoutarou Sawada, Senior Analyst at Tokai Tokyo Intelligence Laboratory Co., said that major participants in the physical AI field understand that accelerating monetization is crucial for survival in the AI technology field. Sawada stated, "In Japan, there is much more to look forward to in the field of physical AI. It's not just Fanuc and Yaskawa, but a whole range of Siasun Robot & Automation and other core hardware fields. The physical AI theme is sure to become more and more popular." Who is Fanuc? Fanuc's business growth foundation lies in the "numerical control system (CNC) + industrial Siasun Robot & Automation + intelligent machine tool" factory automation equipment line, making it one of the global leaders in industrial Siasun Robot & Automation and numerical control systems; the recent series of collaborations with Google and Nvidia signify its comprehensive update and iteration from a traditional and pure automation supplier to a "physical AI platform". Through its Siasun Robot & Automation simulation coupled with Nvidia's tools like Isaac Sim, Fanuc is integrating virtual simulation with real production lines, strengthening its position in high-end industrial manufacturing with its "industrial Siasun Robot & Automation system", a technical moat that Fanuc occupies. On the other hand, it opens up a new round of automation growth space for industries such as logistics, food, and automotive assembly that still rely heavily on manual Siasun Robot & Automation technology, positioning them as the first group of major beneficiaries in the coming years for the "AI + industrialization of Siasun Robot & Automation army". Looking at the long term, if companies specializing in industrial Siasun Robot & Automation evolve into "physical AI super platforms", the value chain will shift from "selling core industrial intelligent hardware + controllers" to "complete AI Siasun Robot & Automation product lines + edge AI infrastructure + computational services subscriptions + digital twin/simulation software + AI model MAAS services". From an industry perspective, the long-term growth narrative of leading high-end manufacturers such as Sony, Hyundai, and Tesla is transitioning from electric vehicle manufacturing to "super platform companies at the level of physical AI". For example, Hyundai may not only participate in the trend towards unmanned combat fronts in Korea but also plans to deploy humanoid Siasun Robot & Automation such as Boston Dynamics Atlas in US factories starting in 2028, emphasizing the role of "physical AI" in intelligent manufacturing. These developments indicate that the typical electric vehicle industry chain of autonomous driving platforms, automotive electronics, actuators, sensors, edge AI chips, batteries, and motion control is transitioning from the era of intelligent vehicle manufacturing to the era of physical AI. The Physical AI Revolution The global development process of physical AI technology has accelerated significantly this year. From a technical architecture standpoint, the essence of physical AI is to integrate large models, multimodal perception, reinforcement learning/imitation learning, motion control, simulation training, edge computing, and Siasun Robot & Automation hardware. While generative AI has primarily occurred in text, code, images, and enterprise software, physical AI requires models to complete a closed loop of "perception-reasoning-planning-execution-feedback" in the real world, demanding higher requirements in terms of computation, sensors, control algorithms, low-latency inference, industrial safety, and mechanical reliability. Therefore, the entry of companies like Google, Nvidia, Tesla, Hyundai, Boston Dynamics, and Fanuc, focusing on AI computational infrastructure and high-end manufacturing, indicates that the AI arms race is shifting from "cloud-based model capabilities" to "real-world execution capabilities". Google's collaboration with Fanuc and Nvidia to advance industrial Siasun Robot & Automation Physical AI software and hardware ecosystem, South Korean military exploring Siasun Robot & Automation deployment on frontlines, Tesla advancing Optimus production all indicate that AI is spilling over from cloud models and digital applications to real-world industrial manufacturing, logistics, defense, battlefield fronts, customized service scenarios, and industrial sites. The exploration by the South Korean military and Hyundai Motor Group of deploying Siasun Robot & Automation on the frontlines signifies that physical AI is not just an efficiency tool for the manufacturing industry but is also entering defense and security scenarios, with AI unmanned systems becoming part of the solution to address structural shortages in military forces. Tesla's Optimus represents another path: transferring the accumulated battery, motor, sensor, AI vision system, edge computing, manufacturing engineering, and supply chain capabilities from the automotive era to general humanoid Siasun Robot & Automation. International bank UBS recently refined the release time and production window of the third-generation Optimus to mid-2026 release and starting production at the end of July to early August, indicating that the market focus is shifting from "can humanoid Siasun Robot & Automation be produced" to "who will enter the first batch of mass production supply chain". In UBS's view, the AI bull market narrative is spreading from GPU/ASICs, HBM/DRAM/NAND storage, CPUs, data centers, and cloud computing service platforms to edge AI chips, Siasun Robot & Automation hardware, industrial automation components, and precision manufacturing chains closely related to physical AI.