Physical AI
NVIDIA’s Cosmos 3 Takes Physical AI From Infrastructure Play to Vertical Integration
Open-source foundation model targets $40 trillion robotics market with CUDA-style developer lock-in as unicorn valuations surge past $39 billion.
Nvidia’s Uber robotaxi deal signals shift from data centers to edge AI dominance
Partnership to power 30-city autonomous fleet by 2028 reveals Nvidia's bet that physical AI will outgrow hyperscaler revenue — but concentrates critical mobility infrastructure in a single vendor.
Google and Fanuc forge physical AI alliance as robotics enters commercial phase
Partnership integrates Gemini Enterprise with industrial robots, propelling Fanuc shares to record highs as tech giants pivot from language models to embodied systems
BMW Completes 11-Month Humanoid Robot Trial as Manufacturing Automation Race Accelerates
Figure AI's robots handled 90,000 parts in BMW's Spartanburg plant, marking the first sustained deployment of general-purpose humanoids in high-volume automotive production.