Physical AI stories

Forrester says the next wave of AI will reach robotics, transport and commerce, with agentic tools, security and trust set to pay off first.

US AI megadeals push global venture capital to a record USD $330.9 billion as OpenAI, Anthropic and xAI dominate first-quarter funding.

Betashares broadens its robotics ETF to 60 holdings, adds China A-shares and a humanoid robotics theme as it tightens AI rules.

Chief executives' calls in Q1 2026 were dominated by AI, but references to Iran surged as boardrooms weighed war risks and supply chain exposure.

GMI Cloud unveils USD $12bn sovereign AI hub in Kagoshima, aiming for 1GW capacity to power Japan's next wave of “Physical AI” systems.

Arrcus plugs its Inference Network Fabric into NVIDIA's AI stack to steer, secure and optimise large-scale, multi-site inference traffic.

Milestone expands Hafnia with synthetic data, TaaS and VLMs to speed smart city vision AI training and cut bias in rare-event modelling.

TCS launches Nvidia-based Rapid Outcome AI to help enterprises scale predictive, generative and vision AI across operations and industries.

ADLINK launches Nvidia Thor-powered edge AI platforms to drive safer, real-time robotics, medical imaging and autonomous machine deployments.

MSI's XpertStation WS300 brings Nvidia Grace Blackwell AI supercomputing to the desk, targeting trillion-parameter models off-cloud.

NCS integrates its agentic AI platforms with NVIDIA AI Enterprise to deliver sovereign, production-grade AI for regulated sectors across Asia.

Akamai debuts NVIDIA-powered AI Grid to run low-latency inference across 4,400 edge sites, extending its distributed Inference Cloud.

Anthropic will open a Sydney office within weeks, expanding its Asia-Pacific footprint and deepening AI partnerships in Australia and New Zealand.

Nvidia is pitching Jetson as the key edge platform for open generative AI, pushing speech, vision and robotics models out of the data centre.

Anthropic will open a Sydney office as its ANZ hub, deepening Claude AI partnerships and exploring local compute capacity in Australia.

ABB and Nvidia will embed Omniverse into RobotStudio, launching HyperReality in 2026 to narrow the sim-to-real gap in factory robotics.

NCS and Autonomous A2Z will co-develop autonomous mobility systems in Singapore, targeting safe, compliant and scalable AV deployments.

Nexcom debuts fanless panel PCs and rugged Jetson-powered edge systems at Embedded World 2026, targeting factory, transport and smart cities.

Forrester sees humanoid robots shifting from trials to targeted deployment, promising efficiency gains but slowed by cost, complexity and risk.

Arrcus triples 2025 bookings as it launches an AI inference network fabric to cut latency and speed traffic across distributed sites.