FANUC deep dive — the robot giant Google just gave an AI brain | Jun 30, 2026
FANUC Corporation is the company most investors have never heard of — yet it commands 50–60% of the global CNC machine controller market and ships more industrial robot arms than almost any other manufacturer on earth. In May 2026, a blockbuster partnership with Google sent FANUC's shares to an all-time record: Google is integrating its Gemini Enterprise AI model and the Intrinsic (Flowstate) robotics platform into FANUC's systems, potentially giving 1.1 million already-installed factory robots an AI brain upgrade. A separate NVIDIA collaboration in March added digital twin simulation, Jetson…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.