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<Research>BOCI China Envisions Robots & Autonomous Driving to Become Mkt Carriers in Era of 'Physical AI'
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At the 2026 International Consumer Electronics Show (CES), Nvidia (NVDA.US) CEO Jensen Huang asserted that the world has stepped into the era of "physical AI", according to a BOCI China report. It is expected that robots and autonomous driving will serve as ideal carriers for "physical AI". While the Rubin platform has entered full-scale mass production, key raw materials may approach a critical "0→1" breakthrough, and the supply chain may accelerate stockpiling. The era of "physical AI" brought up by Huang revolves around a concept that AI must integrate real-world physical dynamics, such as gravity and friction, to execute complex tasks with precision. Its core pillars include the Newton Physics Engine, the Cosmos foundational model platform, and a hybrid GPU+LPU architecture. From BOCI China's perspective, AI is extending from the digital world into the physical world. With robots, autonomous driving, and edge AI hardware expected to become the main carriers for the AI market, the AI commercialization will officially be down-to-earth. Demands on the construction of AI computing infrastructure will also escalate as "physical AI" requires substantial computing power and data resources. AAStocks Financial News |
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