US EditionPhysical AI Chip Sales Won’t Rival GenAI Anytime Soon
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Physical AI Chip Sales Won’t Rival GenAI Anytime Soon
Fig. 1: When can we send our humanoid to pick up some milk at the store? Source: ChatGPT image There has been a lot of talk about physical AI, much of it very optimistic. Physical AI is happening, but more slowly than many expect. It will not rival GenAI soon. We’ll analyze humanoids, fully autonomous vehicles, then all application-specific robots (ASRs), ending with a rough estimate of the semiconductor TAM for robots from 2025 to 2035. Morgan …
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