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Nvidia’s record revenue and growing physical AI segment highlight the expanding computing demand behind autonomous vehicles and humanoid robots such as Tesla’s Optimus.
SpaceX has acquired xAI, bringing artificial intelligence development directly under its space and launch operations. The move positions space-based compute as a long-term pillar of AI scaling.
AI infrastructure focuses on the systems that support large-scale AI development and deployment.
NVIDIA AI Factory focuses on scalable AI infrastructure that supports training, deployment, and operation of advanced AI systems.
Skild AI raised nearly $1.4 billion in a funding round led by SoftBank, valuing the robotics AI company at more than $14 billion as it scales a unified foundation model for robots.
Wing and Walmart will add drone delivery to 150 more stores, aiming to reach over 40 million Americans and build the largest residential drone delivery network in the U.S.
CES 2026 marked a turning point for Physical AI, as humanoids, autonomous machines, and AI-driven platforms moved from experiments to scalable, real-world systems.
Caterpillar and NVIDIA deepened their partnership at CES 2026, outlining how Physical AI will transform construction, mining, manufacturing, and industrial supply chains.
London-based startup Humanoid moved from concept to a functional alpha prototype of its HMND 01 robot in seven months, compressing a development cycle that typically takes up to two years.
Doosan Bobcat introduced the RX3 autonomous concept loader and a suite of AI-powered jobsite technologies at CES 2026, signaling a shift toward smart, electrified construction equipment.
Mobileye agreed to acquire humanoid robotics startup Mentee Robotics for $900 million, expanding its autonomy technology from vehicles into Physical AI and general-purpose humanoid robots.
Qualcomm introduced a comprehensive robotics technology stack at CES 2026, unveiling new processors and partnerships aimed at scaling Physical AI from service robots to full-size humanoids.
Boston Dynamics and Google have renewed their collaboration at CES 2026, combining advanced AI with the next generation of the Atlas humanoid robot.
Kodiak has entered a strategic agreement with Bosch to scale production-grade autonomous trucking hardware, aiming to accelerate commercial deployment of driverless trucks.
Humanoid robots dominated discussions at a Silicon Valley Humanoids Summit, but investors and engineers raised concerns about scalability, costs, and real-world deployment timelines.