The era of Physical AI has arrived with NVIDIA founder Jensen Huang’s announcement at CES 2025, marking a significant advancement in AI and robotics. Trends indicate that robots are becoming more integrated into daily life, with a focus on practical applications for household use. The global market for LLMs in robotics is expected to surpass $100 billion by 2028, driven by AI technology advancements. The introduction of the Physical AI phase signifies AI’s ability to think and operate autonomously, making robots more human-like.
Elon Musk believes that AI training has exhausted human knowledge, leading to the need for synthetic data for robot training. NVIDIA introduced the Cosmos World Foundation Model platform to aid in robot training and simulation. Taiwan-based companies are well-positioned to take advantage of the opportunities in the robotics industry, with a strong supply chain and technical capabilities.
As labor shortages and high costs drive the development of robots, the adoption of humanoid robots is expected to increase in various industries. The medical field is likely to see significant growth in robotic assistance, especially in tasks such as specimen delivery. Despite technical challenges and cost issues, the robotics industry is poised for strong growth, with humanoid robots expected to become the stars of the industry by 2027-2028.
Overall, the robotics industry is set for rapid growth, fueled by an aging population, technological advancements, and support from major tech companies. While challenges remain, the widespread adoption of robots in everyday life is on the horizon, creating endless business opportunities and transforming industries.
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