Physical AI Faces One Critical Chokepoint, And Here's How To Profit

Physical AI Faces One Critical Chokepoint, And Here's How To Profit

Physical AI Faces One Critical Chokepoint, And Here's How To Profit The rise of physical AI is already underway, with humanoid robots entering factories, warehouses, and other industrial environments, and soon the modern battlefield.  Global shipments of humanoid robots are expected to accelerate in 2027, but the broader robotics revolution faces one critical chokepoint: access to the rare-earth magnets that power high-performance motors and act…

Fujitsu, NVIDIA make moves on physical AI

This episode is brought to you by Mouser. Visit mouser.com to learn more. Japanese industrial heavyweight Fujitsu has launched a major collaboration with robotics majors FANUC, Yaskawa and Kawasaki to create what the company calls a “sovereign collaborate control infrastructure” to bridge the digital and physical worlds. The company intends to accelerate AI -powered robotics in manufacturing, health care and logistics in response to a serious Ja…