TL;DR: Tech giants like Google, Nvidia, and Siemens are racing to become the core operating system for physical AI, while China dominates the hardware scaling side.
Robotics just crossed a massive threshold. Jensen Huang recently called this the ChatGPT moment for physical AI. He wasn’t exaggerating. The underlying technology is shifting from niche research labs to full scale commercial deployment.
We are watching a fascinating split in strategy. Western companies are obsessed with building the software stack. Nvidia rolled out new Cosmos and GR00T models. Google brought its robotics unit Intrinsic fully in house to integrate with DeepMind. They all want to build the Android layer for robots. If you control the software platform, you effectively control the ecosystem.
On the flip side, China is absolutely crushing the hardware game. They accounted for over 80 percent of global humanoid robot installations recently. They control the supply chain for crucial components like lidar sensors and harmonic reducers. The winner of this race won’t just build the best robot. They will redefine how the entire world manufactures and moves goods.
Source: AI News