Physical AI and embodied intelligence: robot foundation models, vision-language-action models, simulation, training data and the companies building robot brains.
Today in Humanoid Daily ... OpenAI is building humanoids as CEO Sam Altman confirmed it himself, humanoids get warehouse jobs, Europe starts humanoid mass production in several locations, World Labs gives robots a world model, Zeroth opens up humanoid development, and we get predictions that humanoids could dwarf the car market and possibly even number one billion in a decade.
NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ...