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Robotics & physical AI

Embodied AI — humanoid robots, world models and the systems acting in the physical world.

AMD21d ago

AMD spends $8.2bn on Fei-Fei Li's World Labs to chase Nvidia into robotics

AMD's second-largest deal ever hands it spatial-intelligence models and a marquee chief scientist as the AI market pivots from text to physical world.

2 min read · 28 September 2026
Robotics & physical AI2mo ago

Unitree's Shanghai debut mints a $66bn robot maker, briefly

Shares in the humanoid robot maker surged 629% at the open even as the wider Shanghai market fell.

2 min read · 19 August 2026
Robotics & physical AI2mo ago

China locks up 97% of humanoid robot shipments as US moves to ban imports

Agibot and Unitree control three-quarters of a market that tripled in a year, just as Washington tries to shut Chinese robots out.

2 min read · 11 August 2026
Google2mo ago

Google bets Gemini becomes the default brains for humanoid robots

DeepMind's new model family lets one checkpoint drive different robot bodies, aiming to undercut hardware-makers who are building their own AI in-house.

2 min read · 1 August 2026
Robotics & physical AI3mo ago

Ant's 'World-First' Robot Brain Is Really a 93.6% Sim Score - Here's the Tell

Ant Group's LingBot-VA 2.0 is billed as the world's first 'embodied-native world action model,' with a 93.6% success rate and delicate potato-chip handling. Read the fine print: those are Ant's own simulation numbers, and a demo is not a deployed robot workforce. But one claim - single-GPU control - would genuinely change the math, if it's real.

4 min read · 12 July 2026
Nvidia4mo ago

Humanoid robots: less sci-fi, more spreadsheet

Ignore the backflip videos. The only number that matters is how fast a robot reaches its second paying job.

4 min read · 11 June 2026
Decart4mo ago

Decart's world model is real — and narrow on purpose

It dropped the sci-fi 'simulate anything' pitch for something that might actually sell — and the caveats are the whole point.

4 min read · 10 June 2026