News about robotics

The global Physical AI market is forecast to grow from about $383 billion in 2026 to $3.26 trillion by 2040, driven by autonomous robots, self-driving vehicles, humanoid systems, industrial automation and wearables. Unlike digital AI, where US model makers and NVIDIA-based infrastructure lead, the physical AI race remains open: the US leads in foundation models, China in manufacturing scale and cost, Europe in industrial deployment and certified trustworthiness, and Japan in operational data from high robot density. The report says 2026-2032 will be a critical window for building infrastructure, securing semiconductor supply chains and setting regulatory standards. It frames adoption in three waves, from structured industrial settings to consumer and national deployment, and covers ten sectors including wearables, healthcare and defence.

Reply [EXM, STAR: REY] is among the first NVIDIA partners worldwide to earn the Physical AI Specialization within the NVIDIA Partner Network, recognizing its expertise in deploying AI-driven robotics and digital twins in real operating environments. The award followed a technical assessment covering a customer implementation, solution architecture, certified OpenUSD expertise and its development roadmap. A current example is Roboverse Reply's work with Otto Group and NVIDIA on a virtual control system at the Hermes Fulfilment logistics centre in Loehne, Germany, which connects autonomous mobile robots from different manufacturers to fleet-management and warehouse systems. Simulating and validating new layouts and workflows in NVIDIA Omniverse and Isaac before deployment speeds integration, reduces the risk of testing in live operations, and provides a blueprint for other Otto Group sites.

Citing Bloomberg's Mark Gurman, the article says Apple is planning a higher-end HomeView with a roughly 9-inch screen on a motorized arm that turns 360 degrees, targeted for 2027 or 2028, with no price yet. The robot, code-named J595, has slipped about a year from its earliest planned date. Meanwhile, revenue in the Wearables, Home and Accessories segment fell 13.5% from a peak of $41.24 billion in fiscal 2022 to $35.69 billion in fiscal 2025, while R&D spending nearly doubled to $42.90 billion over the last 12 months. The article calculates that at a price near $1,000, each million units would add about 2.8% to segment revenue.