"Undoubtedly, it's just a matter of time before AI finds its way into the physical realm, either through AI PCs, AI smartpens (like the one being worked on by OpenAI), AI wearables, or robots. Undoubtedly, humanoid robots seem to show the most potential, especially as the technology shows promise for automating domestic chores and some work tasks that aren't so easily automatable."
"With shares of Tesla ( NASDAQ:TSLA) gaining significant momentum, partially on the back of the promise of its Optimus humanoid robot, which could change the game entirely, I think it's time to start considering the broader basket of robotics innovators that might challenge the EV titan as the physical AI race starts to gain some momentum in the next three years."
"As impressive as Boston Dynamics' new Atlas robot was, it's still a ways away from commercialization. Undoubtedly, perhaps safety more than capability is a bigger concern as the humanoid robots look to be embraced by everyday consumers. Arguably, Google DeepMind is the frontier AI innovator that could help such a robot make the safe jump. Either way, the physical form and flexibility of the Atlas robot itself were incredible, but what needs to be even more incredible is the model that goes underneath the hood."
Boston Dynamics partnered with Google DeepMind at CES 2026 to combine advanced AI with the Atlas humanoid platform. Humanoid robots show promise for automating domestic chores and some workplace tasks that resist other automation. AI model capabilities and safety are key constraints delaying commercialization, with DeepMind positioned to supply more capable and safer control systems. Tesla's Optimus remains a competitive catalyst for investor interest and could be challenged by a broader set of robotics innovators. Physical AI may spread through AI PCs, smartpens, wearables, and robots, with commercialization gaining momentum over the next three years.
Read at 24/7 Wall St.
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