"Nvidia is reportedly positioning itself to become the 'Android for robotics'. Arm, meanwhile, has created a fully-fledged business unit for 'Physical AI' alongside its other two divisions for cloud/AI and edge. The priority in both cases is clear: innovation is moving into the physical domain, with new pioneers for the next step in IT systems. The rhetoric, however, is jumping the gun a little."
"It will not have escaped anyone's notice that CES, normally a consumer show, was almost entirely dominated by business IT this year. But it cannot be seen entirely as simply 'the AI show' as it appears at first glance. Nvidia's presentation focused on the upcoming Vera Rubin platform to drive the next generation of generative AI, but once again there was a striking amount of attention for the supposed robot revolution that merits a separate treatment."
"You can bundle it with IoT, edge devices, etc., but thanks to the post-ChatGPT view on AI's capabilities, physical robots with "thinking capabilities" suddenly seem feasible. These would not just be AI agents within IT systems, but objects that grasp, move, and transform the world. As mentioned, Arm is following a similar path, at least structurally. Executives there have told Reuters about their ambition to increase their presence in the robotics market."
Nvidia is positioning itself to become the 'Android for robotics' and is highlighting robot-related use cases alongside the Vera Rubin generative AI platform. Arm has created a dedicated 'Physical AI' business unit alongside cloud/AI and edge divisions. Innovation is moving into the physical domain as enterprises target industrial automation, IoT, edge devices, and robots with 'thinking capabilities.' CES showed business IT dominance and renewed focus on physical robotics. Nvidia's enterprise efforts have targeted industrial automation and digitization since the early 2010s. Arm is pursuing robotics and prioritizing automotive applications, citing the inevitability of substantial onboard computing for autonomous vehicles and holding a dominant automotive presence.
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