Arm Launches 'Physical AI' Division To Target Robotics As Humanoid Robots Take Center Stage At CES - ARM Holdings (NASDAQ:ARM)
Arm combined automotive and robotics into a Physical AI unit to leverage shared tech needs and tap into robotics' large growth potential, CEO Rene Haas said.
- At CES in Las Vegas, Arm Holdings announced on January 08, 2026, a reorganisation creating a Physical AI division, joining Cloud and AI and Edge as its three core units.
- Amid CES's robotics focus, Arm said automotive and robotics share technical needs like power constraints, safety, reliability and sensors, prompting their combined unit this year.
- Arm noted that its Physical AI division plans to add staff dedicated to robotics, with Arm-based chips used by automakers and Boston Dynamics, earning licensing fees and royalties.
- Arm executives say industry leaders such as Nvidia Corp, Tesla, Boston Dynamics, and Mobileye are investing heavily in physical AI, with Arm shares at $115.68 and $115.75 amid negative Benzinga Edge Rankings.
- Industry voices caution that some warn of a 'hype cycle' around humanoids even as CES exhibits showcased practical tasks and the Korean automaker plans factory deployment of the production-ready Atlas humanoid by 2028.
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Arm launches ‘Physical AI’ unit, joining rush to robotics by tech and automakers
Arm will now operate three main lines of business: its Cloud and AI, Edge - which includes its mobile devices and PC products - and Physical AI, which will house its automotive business.
Qualcomm introduces general-purpose architecture for robotics
Qualcomm said its architecture can enable capabilities in service robots, industrial mobile robots, humanoids, and more. | Source: Qualcomm Qualcomm Technologies Inc. this week introduced its next-generation robotics architecture stack, which integrates hardware, software, and compound artificial intelligence. At CES, the company also unveiled its latest high-performance robotics processor for industrial mobile robots and full-size humanoids, th…
Arm Holdings has restructured its company and created a unit called "Physical AI" to enter the robotics market more strongly.The article Arm Holdings establishes new business unit for robotics and automotive appeared first on The Decoder.
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