CES 2026 Physical AI Chipmakers Nvidia and AMD Target Real-World Growth
At CES 2026, physical AI takes center stage. Nvidia and AMD are leading CES 2026 physical AI chipmakers into real-world applications to counter market bubble fears.
If 2025 was the year of digital helpers, 2026 is when AI gets a body. Physical AI has emerged as the definitive buzzword at CES 2026, as technology moves from chat boxes to the physical world of robotics and manufacturing.
Why CES 2026 Physical AI Chipmakers Are Pushing Beyond Software
According to Reuters, Nvidia and AMD are targeting new revenue streams to silence AI bubble concerns. They aren't just selling chips for data centers anymore; they're powering machines that move. Samsung has already felt the tailwind, with its Q4 profit tripling as memory shortages drive up prices.
The Global Race for Physical Infrastructure
Chinese humanoid robot makers are challenging U.S. dominance with new models, while Panasonic shifts its focus from EV batteries to AI infrastructure. However, resource scarcity looms large. BHP executives warn that copper will hit a structural deficit by 2030, potentially throttling the hardware expansion needed for these physical systems.
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