Physical AI is the next wave of intelligence: a model, a physical form factor and the manufacturing required to bring them together. For the last several years, the AI boom has been overwhelmingly digital: software, a model, an app, a chatbot. Physical AI is the model that actuates a robot, a machine, a vehicle, an aircraft, a production line. Scaling these technologies requires not only computing but electricity, energy, materials, manufacturing, supply chains and physical infrastructure.
