Key facts
- Robotics and physical AI companies have raised over $23 billion this year.
- Nvidia unveiled a humanoid robot blueprint expected in late 2026.
- OpenAI CEO Sam Altman stated robotics is the company's next frontier.
- Figure AI, valued at $39 billion, signed a deal to deploy humanoids for Catalyst Brands.
- Nvidia CEO Jensen Huang popularized the term 'Physical AI'.
- Chinese robotics firms are preparing for IPOs to fund AI development.
The tech industry is increasingly focusing on 'Physical AI,' aiming to equip artificial intelligence with physical bodies to perform real-world tasks. This shift involves significant investment and a race among major players like Nvidia, OpenAI, Meta, and Tesla, alongside numerous startups, to develop advanced humanoid and specialized robots. The goal ranges from supporting skilled workers in infrastructure to personal robots for everyday needs.
