The big picture
Jensen Huang’s physical AI vision: what changed from 2024 to 2026?
NVIDIA’s physical AI story has moved from a broad vision to a larger set of models and tools. Here is what that establishes—and what still needs proof.
The reading room
Beyond the headline.
The statement, its history, and the evidence that changes the story.
Promises & progress
Elon Musk’s Optimus timeline: production is only the first milestone
Read Musk’s Davos forecast alongside Tesla’s 2026 factory updates. Production capacity, useful work and public sales are different milestones.
A closer look
Brett Adcock’s compute bet: what Figure still has to prove
Figure’s September compute agreement extends its data strategy. The next question is whether that spending translates into more capable, useful robots.
The evidence test
What counts as a working robot? Reading the Figure–BMW evidence
A factory task, a training platform and a consumer promise answer different questions. A practical way to compare physical AI claims.