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フィジカルAIで工場自動化 防災も目玉 デジタル見本市CEATEC開幕、NTTがアンソロピック向けデータセンター

2026-10-13 · 8 min · 2 min read

The October 13, 2026 episode of Nagara Nikkei (ながら日経) covers six stories, led by the opening of CEATEC 2026 in Chiba and NTT's plan to build a data center in Osaka for Anthropic at a cost of up to ¥1 trillion. The show also reports on a cyberattack in France that forced mass food disposal at hundreds of supermarkets, Mizuho Bank's first corporate bond issuance in 12 years, and a record profit jump at Aeon. The episode closes with host Fujii Mirika sharing a psychology-rooted insight about reframing anger as 'intimidation.'

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What this episode answers

  • What exhibits are drawing attention at CEATEC 2026?

    Exhibits using physical AI—AI deployed in real-world physical environments—filled the floor, showcasing efforts to address labor shortages on factory floors and improve responses to natural disasters.

  • What is the scale and significance of the data center NTT is building in Osaka for Anthropic?

    Construction costs are projected at up to ¥1 trillion, with power-receiving capacity expected to be the largest in Japan; as Anthropic's first base in the country, the facility is expected to give a significant boost to domestic AI infrastructure.

  • What damage did the cyberattack on French supermarkets cause?

    Hundreds of stores including major supermarket chains were hit on October 11–12; network-connected refrigeration and freezer equipment was attacked, temperatures rose, and large quantities of perishable food had to be discarded, with local media reporting that authorities have opened an investigation.

  • What is the background and scale of Mizuho Bank's first corporate bond issuance in 12 years?

    Corporate funding demand remains solid, but rising interest rates have heightened financial-market uncertainty, prompting a move to diversify funding sources; the ¥281 billion issuance is the largest in the bank's history.

  • How does reframing anger as 'intimidation' change how you handle it?

    Simply telling yourself 'I'm in intimidation mode right now' while angry creates enough distance to see yourself objectively, opening the door to expressing your feelings calmly rather than through shouting.

CEATEC 2026 Opens — Physical AI Takes on Factories and Disaster Response

CEATEC 2026, Japan's major digital technology trade show, opened in Chiba on October 13 with physical AI as its headline theme. Physical AI refers to artificial intelligence deployed in real-world, physical environments rather than purely digital ones. Exhibitors showcased how the technology can tackle two pressing challenges: labor shortages on factory floors and the need for faster, smarter disaster response. As AI moves from the lab to the production line and the disaster site, the competition among manufacturers and technology companies has shifted to who can most effectively embed intelligent systems into the physical world.

NTT to Build Osaka Data Center for Anthropic

NTT has entered final negotiations to build a data center in Osaka Prefecture dedicated to American AI company Anthropic, with construction costs projected to reach up to ¥1 trillion. The facility's power-receiving capacity is expected to be the largest in Japan. It will also serve as Anthropic's first base in Japan, and the project is expected to give a significant boost to the country's AI infrastructure build-out. NTT's investment signals growing confidence in Japan as a destination for large-scale AI compute as global demand for data center capacity continues to surge.

Cyberattack Targets Refrigeration Systems in France

A cyberattack struck France on October 11–12, hitting hundreds of stores belonging to major supermarket chains. The attack targeted network-connected refrigeration and freezer equipment, causing temperatures inside the units to rise and forcing stores to discard large quantities of perishable food. Local media reported that authorities have launched an investigation. The incident stands out because the attackers went after critical food-supply infrastructure rather than data systems, illustrating how internet-connected physical equipment is becoming a new and vulnerable attack surface.

Mizuho Bank Issues First Corporate Bonds in 12 Years; Aeon Profit Up 3.3×

Mizuho Bank, a unit of Mizuho Financial Group, will issue domestic corporate bonds on October 16 for the first time since October 2014—a gap of 12 years. The total issuance of ¥281 billion is the largest in the bank's history. Corporate funding demand remains robust, but rising interest rates have increased uncertainty in financial markets, and the bank appears to be broadening its funding mix as part of its overall asset and liability management.

Aeon announced on October 13 that its consolidated net profit for the March–August 2026 period reached ¥13.3 billion, a 3.3-fold increase year on year. Strong performance at Aeon Mall and its drugstore operations drove the result, as did the fading impact of impairment losses and other one-time charges that had weighed on earnings in the same period a year earlier.

Tokyo's 23 Wards Consider New Public Crematoriums

Tokyo's 23 wards are studying the feasibility of building new small-scale public crematoriums. Private facilities dominate the current supply, and cremation fees in the 23 wards are higher than in surrounding municipalities. Officials are also considering revisions to zoning rules that restrict how close crematoriums can be built to residential areas. The review is driven by projections that demand for cremation services will tighten considerably in the years ahead, and policymakers want to ensure stable, affordable capacity before that pressure peaks.

Personal Talk — The Insight That Anger Is 'Intimidation'

Host Fujii Mirika (藤井みりか) shared a realization about anger that came to her while observing a conversation between a psychology professor and a group of children. The professor explained that animals also get angry—and that in nature, displaying aggression signals a warning to others to keep their distance, functioning as a form of self-defense. Hearing this, Fujii said she reflected on her own behavior: she could not deny that there was an element of intimidation in her own anger.

When you are in the middle of an argument, she noted, your head tends to fill up with your own grievances. But simply recognizing 'I am in intimidation mode right now' can create enough distance to see yourself objectively. Fujii was careful to add that anger itself is not wrong—there are moments when it is necessary to protect something you care about. The question is how you communicate that feeling to the other person. Shouting is one option, but she said she would rather express herself calmly and clearly.

Takeaways

  • NTT is in final talks to build a data center for Anthropic in Osaka at up to ¥1 trillion—projected to be Japan's largest in power capacity—making it Anthropic's first base in the country.
  • A cyberattack on network-connected refrigeration equipment hit hundreds of French stores on October 11–12, forcing mass food disposal and underscoring the cyber risks facing everyday physical infrastructure.
  • Viewing anger as the same 'intimidation' behavior seen in the animal kingdom makes it easier to step back and observe yourself objectively in the heat of the moment.

フィジカルAICEATECデータセンターサイバー攻撃怒りのコントロール

This article is edited from a machine transcript of the first 30 minutes of the episode. It is not an official summary — please listen to the episode itself.